Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. 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, 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. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.

Wesley Kotys, CFP®, AAMS®, is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We specialize in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Kotys News

Wes and Sarah Kotys are living their dream

Posted on August 8, 2017

Wes and Sarah Kotys understand that growth in their business comes as a result of building relationships and genuinely knowing what their clients' goals are. Read More

Kotys Wealth Professionals – 10th Anniversary

Posted on July 10, 2017

Kotys Wealth Professionals Celebrate 10th Anniversary With Family-Filled Fun at Valpo's Central Park Plaza   Read More

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Can You Tell The Difference?

Kotys Wealth Professionals does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts. The information related to estate planning in this web site are general in nature and does not constitute tax or legal advice or a solicitation for any such service.

Does My Portfolio Fit Me?

Some investors can sleep soundly no matter how the market may fluctuate, and others need predictability to feel comfortable. Where you fall on the risk spectrum is key to your investment style. Kotys Wealth Professionals take the time to determine your personal risk profile before we make any recommendation. It is something you should know no matter where you invest, and it is completely complimentary as our way of getting acquainted … of course with no obligation to become a client.