• Noteworthy News Bits – NWIBQ

    Posted on January 31, 2017

    The Certified Financial Planner Board of Standards has authorized Wesley M. Kotys, president and wealth adviser at The Kotys Group, Valparaiso, to use the Certified Financial Planner certification marks. He has met the… Read More

  • Dangers of DIY Estate Planning

    Posted on July 25, 2016

    Finding tips, guidance and assistance for estate planning has never been easier via the internet, with printable legal documents just a click away. Such do-it-yourself wealth management planning is relatively… Read More

  • ‘Retirement age’ prompts fears of dying too soon, living too long,

    Posted on May 27, 2016

    Wesley Kotys expected a solid answer to his simple question. I didn't have one, and I wondered how many others might feel the same way. "What age do you plan to retire?" asked Kotys, a professional wealth adviser in… Read More

  • Securing Your Retirement

    Posted on March 16, 2016

    Turning 50? It’s not too late to prepare for retirement, but the time to begin is now! Have you started preparing for retirement? It’s not too late, but now is the time to begin establishing a sound financial plan… Read More

  • Investment Strategies for 2016 review page 46 for Wes Kotys

    Posted on February 1, 2016

    Although a New Year brings resolutions that typically melt away long before winter ends, new investment strategies shouldn’t be shoveled away with the same old bad habits. Financial experts agree that this is the ideal… Read more on page 46

    Investment Strategies for 2016 review page 48 for Wes Kotys

  • Social Security’s Future

    Posted on November 20, 2012

    Don’t buy into the doom and gloom, but make your plans carefully. Gloom and doom seem to be the drumbeat for the future of Social Security, especially during campaign season. But area experts believe such alarmist… Read More

  • 20 under 40

    Posted on September 18, 2011

    Wesley Kotys knows that his true love of financial planning is a rare hobby to have. But as the financial industry has taken a turn for the poignant since the recession, Kotys has tried to create positive change in… Read More

  • Forbes

    Posted on April 11, 2011

    When you love what you do, you’re just naturally going to be good at it. That holds true no matter what business you’re in. Passion leads to excellence. And excellence leads to success. Wes Kotys, president and… Read More