Personalized Wealth Management, Built for You
At Kotys Wealth Professionals, everything we do is centered on your goals and financial success. As an independent Registered Investment Advisor (RIA), we provide fee-only fiduciary services, ensuring that your best interests come first—without the pressure of financial product sales.
Unlike larger firms that rely on one-size-fits-all investment strategies, we take a customized approach to financial planning. Our team offers tailored solutions for high-net-worth individuals, families, business owners, endowments, and municipalities, combining the expertise of a big firm with personalized attention and Midwest values.
With locations in Valparaiso, Indiana, and Folsom, California, we proudly serve clients across the country. Our disciplined portfolio management style, backed by an experienced investment committee, ensures a strategic approach to wealth management and financial planning. We provide holistic financial strategies, helping you build, manage, grow, and protect your assets through life’s transitions.
At Kotys Wealth Professionals, our mission is to be your trusted financial advisor—allowing you to focus on what matters most while we focus on your financial future.
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.
