About
Overview
Kotys Wealth Professionals
1111 Glendale Blvd Ste 105
Suite 105
Valparaiso, IN 46383-3791
See Hours
| Monday | 8:30 AM - 4:00 PM |
|---|---|
| Tuesday | 8:30 AM - 4:00 PM |
| Wednesday | 8:30 AM - 4:00 PM |
| Thursday | 8:30 AM - 4:00 PM |
| Friday | 8:30 AM - 12:30 PM |
BBB Accreditation & Rating
About This Business
At Kotys Wealth Professionals, we believe in a personalized approach to wealth management—one that truly sets us apart.
Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities.
Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our client’s best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.
We would like the opportunity to discuss how our personalized services can benefit you. Please reach out to us at 219-465-6924 or [email protected]. You can also visit our website at www.kotyswealthpro.com for more information.
Investment Advisory services offered through TKG Advisors, LLC, a Registered Investment Advisor.
BBB Accredited Since: 4/11/2013
Years in Business: 18
Business Details
- Local BBB:
- BBB Serving Northern Indiana
- BBB File Opened:
- 11/13/2009
- Business Started:
- 6/15/2007
- Business Incorporated:
- 8/17/2007
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Wesley Kotys, CFP®, AAMS, Founder/CEO
- Ms. Megan Myers, COO
Additional Contact Information
- Principal Contacts
- Ms. Megan Myers, COO
- Customer Contacts
- Ms. Megan Myers, COO
- Additional Email Addresses
- Customer Service: Email this Business
Additional Information
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