There are one-size-fits-all approaches.
And then, there's Kotys Wealth Professionals.
Some financial planning firms, especially those with the biggest names, like to shoehorn investors into pre-assembled packages. Kotys Wealth Professionals is different. As a locally-owned boutique investment management firm, we take the time to provide highly-customized solutions for area individuals, families and businesses.
Our process is all about knowing you, your family and your life goals before we determine where to invest. Building a unique plan and charting a course toward your goals can greatly improve the chance of achieving the future you envision.
At Kotys Wealth Professionals, you get the best of both worlds – big firm confidence with small town, intensely personal relationship and service. Kotys Wealth Professionals is a fee-only registered investment advisor with 50 years of combined wealth advisory experience. The firm’s founder, Wes Kotys, is a CERTIFIED FINANCIAL PLANNER ™ and Accredited Asset Management Specialist.
Investment Advisory and Financial Planning Services offered through TKG Advisors, LLC, a Registered Investment Advisor. For a list of states in which we are registered to do business, please visit www.kotyswealthpro.com.
Member Since: 2009