Wesley Kotys

About Wesley Kotys

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Wes Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER^™ Professional.

As Founder and CEO of Kotys Wealth Professionals, Wes has over 25 years of financial planning and investment management experience which he brings to everyone that he has the pleasure to work with. Wes is also intricately involved in the firms day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. He takes great pride in being a second-generation financial adviser, and before launching Kotys Wealth Management in 2007, Wes spent nearly a decade with two major broker-dealers. Wes had one of the fastest-growing offices in the country. Wes believes one of his 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. Wes has a real passion for building a solid financial plan unique to each client, in order to help make their dreams come true. Wealth in pure form is not only about money, it is a resource that allows individuals and institutions to reach long term goals. Community involvement and education are values Wes holds very close to his heart. He graduated from Indiana Wesleyan University with a bachelors degree in Business Administration. Throughout his professional career, Wes has served his community in several roles and continues to be a valued member throughout the community.

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