In late June, Kotys Wealth Professionals marked their 10th Anniversary with an incredible celebration at Valparaiso’s Central Park Plaza that brought together the entire team of professionals at Kotys, their clients, and all of their families for a fun-filled event.
“The firm has been in business now for 10 years,” said Director of Client Relations, Megan Myers. “Not only was this a celebration for our clients, but we opened it up to their families for it to be a true family event.”
From newborns to clients well into their later years, Kotys welcomed clients and families from across the region, and beyond. In fact, one client, whose birthday fell on the same day as the 10th Anniversary event, made the trip all the way from Columbus, Ohio to celebrate the occasion.
“A live band playing jazz, catering from Bartlett’s, Suzie’s Bakery desserts, along with the splash pad and bounce houses for the kids set the atmosphere for everyone to enjoy,” Myers added. “We couldn’t have asked for a better day for us to celebrate and everyone just had a great time!”
Kotys’ 10th Anniversary celebration paralleled the mission and values of the firm in that, when you become a client at Kotys Wealth Professionals, you become part of the family. Knowing clients by name, and not just by name, but knowing them and their interests is a big part of what makes Kotys special.
“Even though we are a wealth management office, our relationships are about much more than money,” Myers said. “All of us here in the office have unique roles and get to connect with our clients in different ways.”
Kotys Wealth Professionals President, Wes Kotys, saw the anniversary celebration as the perfect opportunity to express how grateful the firm is towards each client they work with to make their dreams and security a reality.
“Our heart in the matter, and what we’ve always told our clients, is that, ‘You’re our client, not your money,’” Kotys said. “Yes, we’re in the investment management business and it’s very important, but it’s all about truly helping them with their personal goals to retire successfully, live successfully, or run a successful business.”
For Kotys, an event like this means many things to him and his team. To celebrate 10 years is incredibly special, but what makes that milestone possible are clients which Kotys is proud to serve.
“Not only did we want to celebrate ten years, but we wanted to celebrate our clients and show appreciation,” Kotys said. “One of the things that this event was not was a business building effort. We do things to build business but this was a chance to genuinely say, ‘Thank You,’ to those individuals and families that hire us to do what we do, and to show our appreciation and understanding that we wouldn’t have the business or the success if it wasn’t for their trust.”
The firm routinely holds client engagement and appreciation events every year, mostly in the winter months. However this year, for their 10th Anniversary milestone, Kotys decided to do something special during the summer that was centered around the idea of bringing the whole family out to make some memories together.
“We’ve gotten a lot of great client feedback like, ‘I love the fact that I could bring all of my grandchildren,’” Kotys described. “That’s really what we were after, building a memory together that was non-business related.”
Speaking about reaching their 10th Anniversary, Kotys said, “It feels great! There’s that old cliche that ‘time flies,’ and it really does. Having been in the business for some years before we started the firm, we didn’t necessarily start from zero but it definitely wasn’t what it is today.”
“Even though we’re only 10 years old, our clients have been through some crazy cycles during that time. We’ve added great people every year and I look back with, I would say, appropriate pride. The future looks bright!” Kotys concluded.
To find out more about Kotys Wealth Professionals, go to: https://kotyswealthpro.com/