Kotys Wealth Professionals
Financial Services, 175 Lincolnway, Valparaiso, Indiana, 46383, United States, 1-10 Employees
Phone Number: +18*********
Who is KOTYS WEALTH PROFESSIONALS
At Kotys Wealth Professionals everything we do is focused on you and your goals. We are fee-only fiduciaries, which means we do what is in your best interest 100% of the time and you rece...
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Headquarters: 175 Lincolnway, Valparaiso, Indiana, 46383, United States
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Date Founded: 2007
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Kotys Wealth Professionals
Answer: Kotys Wealth Professionals's headquarters are located at 175 Lincolnway, Valparaiso, Indiana, 46383, United States
Answer: Kotys Wealth Professionals's phone number is +18*********
Answer: Kotys Wealth Professionals's official website is https://kotyswealthpro.com
Answer: Kotys Wealth Professionals's revenue is $1 Million to $5 Million
Answer: Kotys Wealth Professionals's SIC: 6282
Answer: Kotys Wealth Professionals's NAICS: 523940
Answer: Kotys Wealth Professionals has 1-10 employees
Answer: Kotys Wealth Professionals is in Financial Services
Answer: Kotys Wealth Professionals contact info: Phone number: +18********* Website: https://kotyswealthpro.com
Answer: At Kotys Wealth Professionals everything we do is focused on you and your goals. We are fee-only fiduciaries, which means we do what is in your best interest 100% of the time and you receive conflict-free advice without the worry of being sold financial products. In this capacity we add significant value by tackling our clients complex wealth management issues. 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 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 a fee-only, independent Registered Investment Advisor (RIA) located in Valparaiso, Indiana serving Northwest Indiana, Greater South Bend/Michiana, and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We have a unique disciplined portfolio management style that makes us different from other firms. We provide holistic financial planning to help clients build, manage, grow, and protect their assets through lifes 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 PLANNERTM Professional. Investment Advisory services offered through TKG Advisors, LLC., a Registered Investment Advisor.
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