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Wesley Kotys

AAMS®, CFP®
Kotys Wealth Professionals
Valparaiso, IN
Fee-only Fiduciary providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions.

Meet Wesley

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Introduction - Wes Kotys
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The Difference Between a Broker and a Fiduciary - Wes Kotys
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What Makes a Good Financial Plan - Wes Kotys
Video Transcripts

Wesley (Wes) 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.

As Founder and President of Kotys Wealth Professionals, Wesley (Wes) Kotys brings nearly 20…

Wesley (Wes) 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.

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.

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.

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 Greater Valparaiso Chamber of Commerce Board Member and 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:

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Asset Management Specialist (AAMS®)
Series 66 Uniform Securities Agent/Registered Investment Advisor
Life and Health Insurance
NAPFA-Registered Financial Advisor


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Socially responsible investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee
Hourly
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AAMS® - Accredited Asset Management Specialist℠

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors
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