For a financial planning business as accomplished and ambitious as Kotys Wealth Professionals, Operations Manager Jennifer Reed is a true asset. Every team member at the Fee-Only financial business takes pride in their customer-centric focus,...
Read MoreRyan Kotys of Kotys Wealth Professionals, a Teammate to Clients
The role of a financial advisor comes with a lot of responsibilty. Ryan Kotys, Financial Advisor for Kotys Wealth Professionals, summarized his job description in the clearest and most innovative way: “As an advisor, my goals are really to be...
Read MoreKotys Wealth Professionals Hosts Cookout to Show Support for St. Agnes Adult Day Service Center and its Community
Northwest Indiana is home to many generous people and organizations. In the business world, taking time from a work day to aid a community organization may not always be practical, but on Thursday, that didn’t stop the Kotys Wealth Professionals...
Read MoreKotys Wealth Answers Your Top 10 Wealth Management Questions!
Kotys Wealth, located in Valparaiso, has been providing sound wealth management for their clients in Northwest Indiana for over ten years and is dedicated to making sure all questions are answered to provide the best wealth advisory services...
Read MoreKotys Wealth Professionals Hold Women’s Self Defense Class
On Saturday, Kotys Wealth Professionals held a women’s self defense training class for clients, friends and others. The class focused on teaching the participants what they can do to increase their personal safety. Director of Client Relations...
Read MoreThis Holiday Season, Kotys Wealth Is Especially Thankful for the Nonprofits that Make Valparaiso Exceptional
This Holiday season, you might be wondering where to donate or how to contribute to those in need who might be lacking on vital supplies or funds this Christmas. Kotythe community for many years now, both as an organization and as individuals,...
Read MoreKotys Wealth Professionals: A Client-Centered, Holistic Approach to Wealth Management
Kotys Wealth Professionals in Valparaiso operates with one goal in mind: making financial strategies and decisions that seek to meet the needs and goals of each individual client. Kotys Wealth Professionals offers a range of financial services in...
Read MoreKotys Wealth Professionals: A Look Into What Makes Kotys Wealth Special
Whether it’s a time of celebration, as in a marriage and the birth of a child, or a time of mourning, there will always be financial questions and important decisions that need to be made, and that takes much consideration. While your finances...
Read MoreWes & Sarah Kotys Are Living Their Dream at Kotys Wealth Professionals
Wes and Sarah Kotys’ journey to build Kotys Wealth Professionals into the company it is today started with an entrepreneurial spirit and a desire to build deep, meaningful relationships based around the idea that, as Wes puts it, “You’re our...
Read MoreKotys Wealth Professionals Celebrate 10th Anniversary With Family-Filled Fun at Valpo’s Central Park Plaza
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...
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