Our Story

A Personalized Approach to Wealth Management

At Kotys Wealth Professionals, we believe financial planning is about more than numbers—it’s about people, dreams, and life’s hard-earned accomplishments.

Our story began with Wes Kotys, Founder and CEO, who spent nearly a decade at two large brokerage firms. Over time, he realized that traditional firms often prioritize the quantity of relationships over the quality of service. Wes envisioned something different—a firm where genuine client connections and personalized wealth management take center stage.

In 2007, Wes and his wife, Sarah, an experienced auditor for the State of Indiana, took a leap of faith. They left their careers behind to build a firm dedicated to authentic relationships, extraordinary service, and true wealth management—helping clients achieve their dreams with a customized, client-first approach.

For us, financial planning is deeply personal. It’s not just about accounts or investment strategies—it’s about what those numbers represent: a lifetime of hard work, thoughtful decisions, and the pursuit of financial security. That’s why we take the time to truly understand our clients—their priorities, passions, and long-term vision.

Since our founding, every team member who has joined Kotys Wealth Professionals has embraced this mission. We are committed to continuous evolution, always striving to provide the best possible client experience. As money managers who actively manage assets, we combine disciplined financial strategies with ongoing financial planning, ensuring that our clients’ wealth grows and adapts as life evolves.

At Kotys Wealth Professionals, our mission is simple: to be your trusted financial advocate, helping you navigate life’s transitions while striving to keep your financial future secure.