Kotys Wealth Professionals

Other >> FINANCIAL ADVISORS

Kotys Wealth Professionals

1111 Glendale Blvd, Ste 105
Valparaiso, IN 46383 | View on Google Maps

Wes Kotys, CFP, AAMS

(219) 465-6924 | fax: (219) 465-6589

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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

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	(Date: 12/26/2024)