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Kotys Wealth Professionals

Kotys Wealth Professionals

 
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Other >> FINANCIAL ADVISORS

Kotys Wealth Professionals

Kotys Wealth Professionals
1111 Glendale Blvd, Ste 105
Valparaiso, IN 46383 | View on Google Maps
Wes Kotys, CFP, AAMS Wes Kotys, CFP, AAMS
(219) 465-6924 | fax: (219) 465-6589

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At Kotys Wealth Professionals, we believe in a personalized approach to wealth management—one that truly sets us apart.

 

Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities.

 

Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our client’s best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

We would like the opportunity to discuss how our personalized services can benefit you.  Please reach out to us at 219-465-6924 or info@kotyswealthpro.com.  You can also visit our website at www.kotyswealthpro.com for more information.

 

Investment Advisory services offered through TKG Advisors, LLC, a Registered Investment Advisor

Member Since: 2009
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 (Date: 5/10/2025)
 

 
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  • Business Directory
  • Events & News
    • Chamber Events Calendar
    • Chamber News
    • Chamber Publications >
      • Valparaiso Magazine
      • Chamber Newsletter
      • Other Publications
      • Event Photos
    • Salute to Leadership
    • Leadership Academy
    • Community Calendar
  • Membership
    • Member Login
    • Membership Benefits
    • Marketing Opportunities
    • Membership Application
  • Current Job Openings
  • About Us
    • Chamber Staff
    • Board of Directors
    • 2023 Business Operational Plan
    • Committees
    • FAQ
    • Contact Us
  • Gift Certificates
    • Gift Certificate Information