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...
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...
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...
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,...
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...
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...
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...
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...