Kotys Wealth Professionals

Kotys Wealth Professionals

 
 
 
 
 
 
 
 
 
 
 

Kotys Wealth Professionals

175 Lincolnway, Ste D
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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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: 8/19/2019)
 
 
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