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Fee-Only Fiduciaries

Rules-Based Investment Management

Comprehensive Financial Planning

Conflict-Free Advice

Providing A World Class Experience With A Personal Feel

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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 client’s complex wealth management issues.

We are passionate about the work we do here.  We are driven by the purpose of providing 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

Creating A Strategy As Unique As You Are

Where you fall on the risk spectrum is key to your investment style. It is something you should know no matter where you invest, and it is entirely complimentary as our way of getting acquainted… of course with no obligation to become a client.

Find Your Risk Tolerance


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