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Kotys Wealth Professionals
Kotys Wealth Professionals

Kotys Wealth Professionals

Kotys Wealth Professionals

About

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you; what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.

Wesley Kotys, CFP®, AAMS®, is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We specialize in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Locations

Wes Kotys and Peter Von Tobel to receive Community Improvement Award

Lauren Grasham
By: Lauren Grasham Last Updated: August 8, 2022
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Wes Kotys and Peter Von Tobel to receive Community Improvement Award Kotys Wealth Professionals Founder and CEO, Wes Kotys, and Principal of Von Tobel Growth Advisors, Peter Von Tobel, will be receiving a Community Improvement Award on Thursday, August 4 for their work to combine Kotys office space with Associated...

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Kotys Wealth Professionals Community Improvement Award Lunch 2022

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Kotys Wealth Professionals Community Improvement Award Lunch 2022 13 Photos
Kotys Wealth Professionals Community Improvement Award Lunch 2022Kotys Wealth Professionals Community Improvement Award Lunch 2022Kotys Wealth Professionals Community Improvement Award Lunch 2022Kotys Wealth Professionals Community Improvement Award Lunch 2022
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Kotys Wealth Professionals and Associated Pediatricians bring new life into a historical Valparaiso building

Brenna Sealy
By: Brenna Sealy Last Updated: July 18, 2022
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Kotys Wealth Professionals and Associated Pediatricians bring new life into a historical Valparaiso building The Kotys Wealth Professionals ribbon cutting ceremony was held on July 14. The ceremony was combined with the other tenant of the building, Associated Pediatricians. The two businesses worked together to renovate the historical building that used to...

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Kotys Wealth Professionals Office Ribbon Cutting 2022

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Kotys Wealth Professionals Office Ribbon Cutting 2022 36 Photos
Kotys Wealth Professionals Office Ribbon Cutting 2022Kotys Wealth Professionals Office Ribbon Cutting 2022Kotys Wealth Professionals Office Ribbon Cutting 2022Kotys Wealth Professionals Office Ribbon Cutting 2022
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Kotys Wealth Professionals’ teamwork mentality ensures excellent client care

By: Alayna Wilkening, Brittany Mikolajczyk Last Updated: June 27, 2022
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Kotys Wealth Professionals’ teamwork mentality ensures excellent client care While many financial advisory firms create competitive atmospheres that incentivize for more clients, Kotys Wealth Professionals has turned that model on its head. Truly a service-minded team, Kotys believes that working together makes the best...

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Kotys Wealth Professionals changes with the times as it grows into a new office

By: Alayna Wilkening, Brittany Mikolajczyk Last Updated: June 10, 2022
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Kotys Wealth Professionals changes with the times as it grows into a new office When young, married couple Wes and Sarah Kotys first established their financial planning business in 2007, they could not predict the rate at which growth would take place. Now 14 years later, after a few transitions within their original location,...

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Kotys Wealth Professionals’ Mark Rosinski earns CFP qualifications, joining an elite group of advisors

Curtis Hankins
By: Curtis Hankins Last Updated: September 23, 2021
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Kotys Wealth Professionals’ Mark Rosinski earns CFP qualifications, joining an elite group of advisors Every member of the team at Kotys Wealth Professionals is committed to providing the best possible client experience, each in their own unique way. For Mark Rosinski, a financial advisor, that meant taking the leap and becoming a CERTIFIED FINANCIAL...

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NWI Cares: GreatNews.Life highlights COVID-19 stories by local businesses, organizations

By: Stacey Kellogg Last Updated: April 16, 2020
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NWI Cares: GreatNews.Life highlights COVID-19 stories by local businesses, organizations If there is something positive to come out of the 2020 pandemic, GreatNews.Life will find it. And we have. We’ve compiled a list of resources, services, and ways that our partners are making a positive impact on our communities in the wake of the...

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Kotys Wealth Professionals offers CARES Act update for Small Businesses

By: Kotys Wealth Professionals Last Updated: April 14, 2020
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Kotys Wealth Professionals offers CARES Act update for Small Businesses As a follow up to last week’s communication on the CARES Act, we want to continue to provide information to our clients and their friends and family who may benefit during this uncertain time. The CARES Act (Coronavirus Aid, Relief, and Economic...

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Kotys Wealth Professionals outline 2020 Cares Act

By: Kotys Wealth Professionals Last Updated: April 14, 2020
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Kotys Wealth Professionals outline 2020 Cares Act In the late evening of March 25th, the Senate produced one of the largest economic stimulus packages in U.S. history, the CARES Act (Coronavirus Aid, Relief, and Economic Security Act). The bill itself ended up at a whopping 883 pages but that's not...

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Social Media Posts

  • Posted: Jan 9, 2017 on Twitter

    "Planning for 2017" https://t.co/qILkuXkTMJ on @LinkedIn

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  • Posted: Jul 1, 2014 on Twitter

    Hello Twitter! #myfirstTweet

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