Kotys Wealth Professionals

Kotys Wealth Professionals Kotys Wealth Professionals are fee-only Registered Investment Advisors that are dedicated to the fiduciary standard with each of our clients.

At Kotys Wealth Professionals, we believe in a personalized approach to wealth management—one that truly sets us apart. Unlike many of the biggest names in financial planning that often rely on one-size-fits-all packages, Kotys Wealth Professionals offer you the best of both worlds: the confidence of a big firm coupled with the intensely personal relationships and services with Midwest values. We

take the time to provide highly-customized solutions tailored to the unique needs of high-net-worth individuals, families, business owners, endowments, and municipalities. Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) with our corporate office located in Valparaiso, Indiana, and a branch office in Folsom, California. We are proud to serve clients across the country, striving to do what is our client’s best interest without the pressure of being sold financial products. Our disciplined portfolio management style is supported by an investment committee that employs a highly methodical approach to wealth management. We strive to provide holistic financial planning to help our clients build, manage, grow, and protect their assets through life's transitions. We would like the opportunity to discuss how our personalized services can benefit you. Please reach out to us at 219-465-6924 or [email protected]. You can also visit our website at www.kotyswealthpro.com for more information. Investment Advisory services offered through TKG Advisors, LLC, a Registered Investment Advisor.

06/15/2026

Today, we are proud to celebrate 19 years of Kotys Wealth Professionals!

What began as a vision to help individuals and families make confident financial decisions has grown into something far greater than we could have imagined. Over the past 19 years, we have had the privilege of building lasting relationships, serving our community, and helping our clients pursue their goals.

This milestone would not be possible without the trust, support, and encouragement of our clients, friends, family members, and community partners. We are truly grateful for every person who has been part of our journey.

As we celebrate this anniversary, we are excited about the future and remain committed to serving others with integrity, dedication, and care.

Thank you for being part of our story. Here's to 19 years—and to many more ahead!

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.
05/26/2026

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

05/10/2026
Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will wa...
04/28/2026

Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will want to consider in our great retirement strategy article.

Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will want to consider in our great retirement strategy article.

When all the birthdays are technically different… but close enough that we’re calling it one big celebration 🎉😄(Not pict...
04/14/2026

When all the birthdays are technically different… but close enough that we’re calling it one big celebration 🎉😄
(Not pictured, but not forgotten, Erik!)

Happy (slightly belated but still very much celebrated) Birthday to Drew! We believe one day just isn’t enough, so we’re...
04/09/2026

Happy (slightly belated but still very much celebrated) Birthday to Drew! We believe one day just isn’t enough, so we’re keeping the party going a little longer.

Do you know what tax bracket you’re really in for 2026? 🤔Tax brackets have shifted again due to inflation—meaning your i...
03/27/2026

Do you know what tax bracket you’re really in for 2026? 🤔

Tax brackets have shifted again due to inflation—meaning your income could be taxed differently than last year. With rates ranging from 10% to 37%, understanding where you fall is key to smarter financial planning.

Take a few minutes to get informed and stay ahead 👇
https://kotyswealthpro.com/blog/whats-my-2026-tax-bracket

Knowing what tax bracket you fall into for 2026 will help you estimate your tax liability. Here, we share these brackets, as well as some tips on reducing your tax burden.

Address

1111 Glendale Boulevard , Suite 105
Valparaiso, IN
46383

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 12:30pm

Telephone

+12194656924

Website

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