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WELCOME TO KOTYS WEALTH PROFESSIONALS


Fee-Only Fiduciaries

Rules-Based Investment Management

Comprehensive Financial Planning


Providing A World Class Experience With A Personal Feel


Learn More

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 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.

The Kotys Story

Our Initial Process Timeline

ONE

Schedule a Call

Click the Schedule a Call button and let us know how to contact you

THREE

Schedule an initial meeting

We will schedule an initial meeting with an advisor. This meeting can be over the phone, zoom, or in person.

FIVE

Data Gather & Planning

We will work with you to gather all the necessary materials to develop a comprehensive financial plan tailored to your situation.

SEVEN

Monitor

We will meet regularly to track any changes that may happen in your life while monitoring your progress towards your goals and make adjustments if needed.

TWO

Talk With A Team Member

You will receive a call from a member of our team to get to know you and what you are looking for.

FOUR

Initial Meeting

Have an initial, no-cost, meeting with one of our advisors. During this meeting, the advisor will spend time learning more about you, your financial situation, and your goals. You will also learn about Kotys Wealth Professionals and our process, investment philosophy, and discuss fees.

SIX

Implementation

We will discuss the strategy we developed for you and provide you steps on how we will take action to help guide you to your financial goals.


Our Initial Process Timeline

ONE

Schedule a Call

Click the Schedule a Call button and let us know how to contact you

TWO

Talk With A Team Member

You will receive a call from a member of our team to get to know you and what you are looking for.

THREE

Schedule an initial meeting

We will schedule an initial meeting with an advisor. This meeting can be over the phone, zoom, or in person.

FOUR

Initial Meeting

Have an initial, no-cost, meeting with one of our advisors. During this meeting, the advisor will spend time learning more about you, your financial situation, and your goals. You will also learn about Kotys Wealth Professionals and our process, investment philosophy, and discuss fees.

FIVE

Data Gather & Planning

We will work with you to gather all the necessary materials to develop a comprehensive financial plan tailored to your situation.

SIX

Implementation

We will discuss the strategy we developed for you and provide you steps on how we will take action to help guide you to your financial goals.

SEVEN

Monitor

We will meet regularly to track any changes that may happen in your life while monitoring your progress towards your goals and make adjustments if needed.


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