Wesley Kotys, CFP®, AAMS®

Financial Advisor
President and Wealth Advisor at Kotys Wealth Professionals
Valparaiso Indiana 46383

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“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.

Contact Information

  • Financial Services
  • Kotys Wealth Professionals
  • Logo
  • Kotys Wealth Professionals Company Logo by Wesley Kotys, CFP®, AAMS® in Valparaiso IN
  • Position
  • President and Wealth Advisor
  • Year Established
  • 2007
  • Online Social Profiles
  • Phone Number
  • 219-465-6924
  • Location
  • 175 W Lincolnway
    Suite D
    Valparaiso, IN 46383
    United States

Company Details

  • Hours of Operation
  • Monday-Friday 8:00am-4:00pm
  • Credentials
    Accredited Asset Management Specialist (AAMS®)
    Series 66 Uniform Securities Agent/Registered Investment Advisor
    Life and Health Insurance
  • Honors & Awards
  • 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.

More About Wesley Kotys, CFP®, AAMS®

Wesley 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.

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you – what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.

Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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Valparaiso Indiana 46383