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

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Kotys Wealth Professionals

We are fee-only fiduciaries, which means we do what is in your best interest without the concern of being sold financial products. In this capacity, we add significant value by tackling our client’s complex wealth management issues.

We are passionate about the work we do here, and we strive to provide exceptional investment management and financial planning. Our goal is to become your trusted advisor that focuses more on your money than you do, so you can continue pursuing the things you are passionate about.

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, and your plans for the future. With that foundation set, we then educate you, guide you and strive to provide you with financial strategies that will help you accomplish your goals. The financial strategies that we develop are as unique as every client we serve; we see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.

Kotys Wealth Professionals is an independent Registered Investment Advisor (RIA) that serves clients across the country. We have a unique disciplined portfolio management style that makes us different from other firms. We strive to provide holistic financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. We also specialize in Business Planning and Corporate 401(k) Employee Retirement Plans.

Wesley Kotys, CFP®, AAMS®, is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER® Professional.

Mark Rosinski, CFP®, CPA, is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER® Professional.

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

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

By: Andrew Rowe Last Updated: July 7, 2017

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...

Kotys Wealth Professionals

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