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.
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.
