162 W. Lincolnway, Valparaiso, IN 46383

PHONE: (219) 462-1105

FAX: (219) 462-5710

info@valparaisochamber.org

Valpo Chamber > Membership Directory > The Kotys Group

The Kotys Group

Bronze Valpo Chamber Partner

Valpo Chamber member since 2009

Category: Financial Advisors

The Kotys Group is more than just Investment Management. We are Wealth Management.

We are a locally owned and operated, boutique financial firm.  Today, it seems that there are so many financial firms and they often sound alike.  We then hear on the news about the bad advice, conflicts of interest, and prevalent lack of understanding of these rapidly changing market environments.  The Kotys Group however is a unique change from the larger, corporate giant firms and is distinctive in the following ways:

1) Our Investment Strategy
We believe in the necessity of a proactive investment management plan.  It is our belief that a “set it and forget it” mentality when it comes to your life-savings is not an acceptable plan.

2)  Our Wealth Management Technique
Clarify your financial life. In today’s fast changing financial environment, you need to ensure your wealth management is as effective as possible. We are driven by helping you pursue your dreams and accomplish your goals, and will work with you to develop and follow a plan to make those things happen. 

3) Our Service Commitments to You
Exceptional, personalized service for our clients -  It is important to us that when you call into The Kotys Group, you speak with a person, not a maze of call menus.  We are committed to being proactive with communications that affect your investments and future. 

4)  Our Core Values
At The Kotys Group we have 4 guiding principles that should be evident in every encounter you have with us.

• Simplicity 
• Holistic Thinking
• Integrity
• Independence

5) Client Process
Our client process is centered around getting to know you and your family. YOU are our favorite part about what we do, and we believe that by knowing you and focusing first on your life goals and aspirations, it may improve the chances of achieving the future that you envision.

Bottom line, you get the best of both worlds – big firm confidence with small town, high-touch relationship and service. 

Securities offered through LPL Financial. Member FINRA/SIPC. For a list of states in which we are registered to do business, please visit www.thekotysgroup.com.

Key contact: Wesley M. Kotys

175 Lincolnway, Ste D
Valparaiso, Indiana 46383
phone: (219) 465-6924
fax: (219) 465-6589
website: www.thekotysgroup.com

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