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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

This Holiday Season, Kotys Wealth Is Especially Thankful for the Nonprofits that Make Valparaiso Exceptional

By: Peter Krivas Last Updated: November 29, 2017
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This Holiday Season, Kotys Wealth Is Especially Thankful for the Nonprofits that Make Valparaiso Exceptional This Holiday season, you might be wondering where to donate or how to contribute to those in need who might be lacking on vital supplies or funds this Christmas. Kotythe community for many years now, both as an organization and as individuals,...

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Kotys Wealth Professionals: A Client-Centered, Holistic Approach to Wealth Management

By: Andrew Rowe Last Updated: September 21, 2017
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Kotys Wealth Professionals: A Client-Centered, Holistic Approach to Wealth Management Kotys Wealth Professionals in Valparaiso operates with one goal in mind: making financial strategies and decisions that seek to meet the needs and goals of each individual client. Kotys Wealth Professionals offers a range of financial services in...

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Kotys Wealth Professionals: A Look Into What Makes Kotys Wealth Special

By: Andrew Rowe Last Updated: August 21, 2017
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Kotys Wealth Professionals: A Look Into What Makes Kotys Wealth Special Whether it’s a time of celebration, as in a marriage and the birth of a child, or a time of mourning, there will always be financial questions and important decisions that need to be made, and that takes much consideration. While your finances...

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Wes & Sarah Kotys Are Living Their Dream at Kotys Wealth Professionals

By: Andrew Rowe Last Updated: July 21, 2017
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Wes & Sarah Kotys Are Living Their Dream at Kotys Wealth Professionals Wes and Sarah Kotys’ journey to build Kotys Wealth Professionals into the company it is today started with an entrepreneurial spirit and a desire to build deep, meaningful relationships based around the idea that, as Wes puts it, “You’re our...

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Kotys Wealth Professionals Celebrate 10th Anniversary With Family-Filled Fun at Valpo’s Central Park Plaza

By: Andrew Rowe Last Updated: July 7, 2017
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Kotys Wealth Professionals Celebrate 10th Anniversary With Family-Filled Fun at Valpo’s Central Park Plaza In late June, Kotys Wealth Professionals marked their 10th Anniversary with an incredible celebration at Valparaiso’s Central Park Plaza that brought together the entire team of professionals at Kotys, their clients, and all of their families for a...

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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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