2015 Co-chairs and a premier sponsor for the Inaugural Chefs Around the Table Event. Helped net over $70,000 for their Around the Table Initiative.
Many financial corporations are only required to ensure an investment is suitable for a client. We are held to a higher standard: a legal obligation to operate only in a client's best interests, with full transparency and without conflicts of interest. We strive to follow the fiduciary oath published by the National Association of Personal Financial Advisors (NAPFA).
The recommendations we make are completely objective, based solely on your individual needs, goals and risk profile. We are one of the few local Registered Investment Advisory firms whose advisors offer fee-only advice. We do not receive commissions for making trades or to promote financial products – we are fully transparent on how we are compensated.
We look at wealth management as a journey and excel at providing sound advice as your life changes over the years. As your responsibilities grow, as world events shift, and as unexpected hurdles strike, you can depend on our team to always be focused on what matters most to you.
Like all professional disciplines, wealth management has its own share of technological advances, research findings, and new products. We make sure you are current on tomorrow's possibilities, without forsaking the time-tested strategies that are at our core.
We continually monitor your investments and will take appropriate action should your portfolio fall outside of the risk profile we have established. Our aim is to always make the most of your assets.
It's important to us that our clients are thoroughly informed on what we do – the decisions we have made and how they meet your objectives. We will provide you with market commentaries, conference calls, and anytime online access to reports and account information. Our communication does not end here. Some may call it over communication, but we think it shows our commitment to partner together and know you as a person.
Everywhere you look these days, it seems companies are cutting back on service — but not at Kotys Wealth Professionals. Providing you with the best quality service is always a given. Our entire team works together, aiming to add value to every part of the process because you are truly valuable to us.
He was a financial planner with near 10 years of experience at two large, well‐respected broker dealers. She was an experienced auditor for the state of Indiana. Together, they shared a passion for enabling people to achieve true financial wealth through authentic client relationships.
Then it happened. One night at dinner, close friends (and prominent business couple themselves) urged – Wes and Sarah Kotys – to team together and make their dream happen. “It just clicked and made sense to us at that moment,” said Wes. “That’s when The Kotys Group was born.”
Inspired by their shared passion for building an exceptional service model based on independence, conflict‐free advice, and unique portfolio management process, in 2007 Wes and Sarah Kotys launched The Kotys Group, a wealth management firm dedicated to educating and enabling clients to achieve true wealth. Fresh out of the gate, the group was focused on setting the standard for professional financial planning.
“We want money to be a tool for our clients to achieve their goals and desires, not a burden of responsibility,” said Wes. “But we also share a vision for clients to truly feel like family and know they are more than just accounts to us,” Sarah explained.
For Wes, it has been an evolution of always working toward the best possible client experience, an attitude that has carried the entire group to present day, operating as an independent Registered Investment Advisory firm, where the advisors offer fee-only advice. They believe this is the purest platform for wealth advisory services. “It puts us on the same side of the table, as a fiduciary, with every client relationship. And I believe that’s the way it should be,” Wes stated.
And while the name has changed – the company is now known as Kotys Wealth Professionals – the couple’s passion for the community, strong faith and entrepreneurial spirit remain. Today, Kotys Wealth Professionals is one of the region's most respected financial advisory firms according to Financial Advisor Magazine-RIA Survey & Ranking 2016 article. With its headquarters just 45 miles southeast of Chicago in Valparaiso, Indiana, it is always the firm’s goal to build deep and genuine relationships with clients, deliver extraordinary service and help clients achieve their dreams through true wealth management. According to Wes, “Our dreams come true every time we help our clients achieve theirs.”
Welcome to the Kotys Family!
Kotys Wealth Professionals is more than just a wealth management firm. First and foremost, we are a family. And, when you work with us, you become part of our family. Our founder has been in business since 1999 and team members each have anywhere from 5-25 years of industry knowledge and experience. Meet the individual team members:
“I believe one of my purposes in life is to help people obtain and maintain a wealthy mindset, which means making wise investments, planning for future generations and constantly moving forward in generosity. Wealth in pure form is not only about money. I view our clients as an extension of our family and we desire to help them do what is best for their families and their businesses every step of the way. I have a real passion for building a solid financial plan unique to each client, basically to help make their dreams come true.”
Wes welcomes you to contact him at email@example.com
As Founder and President of Kotys Wealth Professionals, Wesley (Wes) Kotys brings nearly 20 years of financial planning and investment management experience to the firm. Also acting as Senior Portfolio Manager and Senior Wealth Advisor, Wes is intricately involved in our day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process.
Prior to launching Kotys Wealth Management in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013.
As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. His many business and social appointments include past Board Member of the Greater Valparaiso Chamber of Commerce and past Vice Chair of Small Business, 2015 Co-Chair of Chef’s Around the Table Empower Porter County, past Board Member of Bethel Valparaiso Church and past Board Member of the Valparaiso YMCA.
Wes attended Purdue University from 1996-1999 and graduated from Indiana Wesleyan University with a bachelor’s degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations:
Ryan welcomes you to contact him at firstname.lastname@example.org
From a background in sales and managing client accounts, Ryan joined The Kotys Group in 2009. He focuses on managing 401(k) retirement plans, supervising plan participant communications and helping all Kotys’ clients build and maintain formal financial plans.
Ryan graduated with honors from Purdue University with a degree in business management and marketing. He is active in our community, including having a leadership role in his local church.
Jennifer welcomes you to contact her at email@example.com
As Operations Manager at Kotys Wealth Professionals, Jennifer brings more than 23 years of industry experience to the firm having worked in operations for other area financial institutions. She handles the majority of day-to-day back office details, as well as keeps the firm in compliance with industry standards and regulations. Jennifer's role is vital in ensuring our clients have a wonderful operations experience in addition to their personal experience.
Jennifer earned a Bachelor of Arts in Economics from Indiana University in Bloomington, Indiana. She is also very involved in the community and many local charitable organizations.
“I love working with the clients, helping them, getting to know them and hopefully making an impact in their lives. And, I love our team. We work together well and are all very passionate about helping our clients. Also, I love working and living within the same community. I’m able to plan events and special activities for our clients and see the happiness on their faces.”
Megan welcomes you to contact her at firstname.lastname@example.org
A knowledgeable HR professional with experience in the travel and banking industries, Megan joined The Kotys team in 2014. She manages the company's systems, coordinates office processes, and monitors efficiencies. Her duties include marketing and client events. According to the team, she is the cornerstone connecting all efforts to provide the impeccable client experience Kotys Wealth Professionals are known for.
Megan is a graduate of Sawyer College and an experienced HR Professional with a PHR® (Professional in Human Resources) designation.
“I love everything about coming to work at Kotys Wealth Professionals. We have created a family and our clients are included in that family. I also love accounting, it allows me to make strategic recommendations for the company as well as give back generously to many of the wonderful charitable organizations in our community.”
Sarah welcomes you to contact her at email@example.com
An experienced accountant and former auditor for the state of Indiana, Sarah serves as Chief Financial Officer of Kotys Wealth Professionals, handling accounting and internal auditing for the firm. She not only ensures that Kotys Wealth Professionals operates efficiently but also that the firm is intricately involved with our community, local charitable and cultural organizations.
Sarah is an honors graduate of Purdue University, earning her B.S. in accounting. She has more than a decade of experience as an accountant in small business settings and was an experienced governmental accountant and auditor with the Indiana State Board of Accounts. Sarah also volunteers in numerous local charities.
WHAT is in a name?
We included our company – Kotys Wealth Professionals – as a team member because every company has a distinct “personality” that contributes to the culture of the organization and reflects in the daily functioning.
The following is what you can expect when you partner with Kotys Wealth Professionals.
Let’s start with the name – Kotys Wealth Professionals. This name was chosen because it reflects the team’s comprehensive industry knowledge and approach to wealth management. Just take it straight from the founder of the company, Wes Kotys:
“Wealth in pure form is not only about money. I believe one of my purposes in life is to help people obtain and maintain a wealthy mindset, which means making wise investments, planning for future generations and constantly moving forward in generosity.”
Next let’s move to the characteristics of this team member, our company. “After extensive interviewing of other team members, clients and business partners, we found the company to be caring, friendly, professional, proactive, trustworthy, customer-centric, holistic and family oriented,” said Silva Devarj, owner of brand specializing firm, Devarj Design Agency.
And last but not least, let’s look at the logo. “In order to convey those characteristics with a logo graphic, we designed a look that is simple yet unique to reflect the company’s image,” Silva shares. The image depicts a combination of several ‘greater than’ and ‘less than’ mathematical symbols that portray unity. “When looked at vertically, this design resembles arrow symbols that reflect the market’s ups and downs. But woven together, the symbol is stable and strong, just like Kotys Wealth Professionals,” Silva explains.
“Overall, we feel that our new name and logo accurately communicate our approach to setting the standard for professional financial planning,” Wes states. “We have a very proactive approach to wealth management including a rules based investment process that is geared toward growth and risk management. We put our financial knowledge to work to provide guidance, experience and sound financial planning making sure we are in sync with our clients financial objectives.”
And, THAT is what is in a name.
Kotys Wealth Professionals
2015 Co-chairs and a premier sponsor for the Inaugural Chefs Around the Table Event. Helped net over $70,000 for their Around the Table Initiative.
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12 years serving on the board for Bethel Valparaiso.
Premier sponsor for the start up years of Our Greater Good
Proud sponsor of the Meals on Wheels gala.
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Sarah has been an active participant in the work of Tri Kappa, chairing and serving on various committees including Preschool Vision Screening, Hilltop Readers, Grants and Allocations, and Taste of Valparaiso fundraiser. Sarah and Megan are active participants.
Wes and Sarah are supporters of @PC Giving Project, and Sarah has been a member of the women’s giving circle.
Wes is a past board member. Kotys Wealth Professionals has been a sponsor of many YMCA fundraising activities.
Proud sponsor of the OE gala.
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Wes is currently serving on the board and executive committee. Kotys Wealth Professionals is also a sponsorship partner. Wes is a past board member.
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.