Wesley Kotys (AAMS, CFP®)
Wesley Kotys focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Our team of experienced professionals will create a plan that considers your entire financial situation – current income and expenditures, the future expenses you anticipate, the things you want to achieve in life.
This process is about much more than planning for retirement. Its purpose is also to pave the path toward achieving all you want out of life with an actionable plan. Our team is experienced in navigating the financial as well as emotional impact that life’s transitions can have and that is why we view it as a “living blueprint” to visit regularly. Life isn’t static and your plan shouldn’t be either.
A wonderful by-product of going through this process is it has guided many couples through discussions of what can be difficult things to consider. We have seen over and over that one person in the relationship may handle the finances and major decisions, leaving the other person nervous about numerous what-if scenarios. When a couple can come together in this process, we have witnessed the peace that it can bring, just in knowing how these “stressors” will affect them financially.
“To accomplish great things we must dream as well as act.”-unknown
Additional Information
Investment advice is everywhere. Real wealth management solutions are not. At Kotys Wealth Professionals, we are all about that vital difference - we are here to work with you over the long term, taking care of the assets you entrust to us, minimizing your risks and assuring your future.
Risk management based upon your objectives is where we excel. We select the disciplined investment strategies that are right for your financial objectives, risk tolerance, and personal preferences – and we monitor your portfolio continuously to keep your financial plan on track.
You will find our investment process to be logical, thorough, transparent, holistic and proactive. Here’s a summary of our disciplined/rules-based investment process:
- We will run fundamental and technical analyses with the goal of managing risk and deploying capital into the areas of the market with the highest probabilities of future out-performance.
- We then narrow our investment options by putting them all into a tournament and see which come out the strongest.
- We do not believe that you have to be invested 100% of the time in the market. Sometimes alternatives, including cash, offer better opportunities. Avoiding severe losses is as much part of the plan as achieving strong market performance.
- We monitor positions regularly and make adjustments as necessary to help achieve your goals.
NAPFA Start Date
May 02, 2016
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