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Northwest Indiana-based Financial Advisory Firm Rebranded

Valparaiso, Ind.-based The Kotys Group Renamed Kotys Wealth Professionals in Rebranding Effort

Valparaiso, Ind.-based The Kotys Group, one of Northwest Indiana’s most respected financial advisory firms, recently changed its name to reflect the company’s rebranding efforts. The company’s new name is Kotys Wealth Professionals, which more accurately communicates the firm’s approach to setting the standard for professional financial planning.

“We want money to be a tool for our clients to achieve their goals and desires, not a burden of responsibility,” said Wes Kotys, owner and president of Kotys Wealth Professionals. “We have a very proactive approach to wealth management that includ-es a rules-based investment process geared toward growth and risk  management. We put our financial knowledge to work to provide guidance, expertise and sound financial planning for our clients,” he added.

“But we also share a vision for clients to truly feel like family and know they are more than just accounts to us,” explained Sarah Kotys, CFO of Kotys Wealth Professionals. “We are seriously dedicated to developing long-term relationships with our clients, helping them achieve their goals and live out their dreams.”

Inspired by their shared passion for building an exceptional service model based on independence, conflict-free advice and unique portfolio management process, The Kotys Group was launched in 2007 as a wealth management firm dedicated to enabling clients to achieve true wealth. Fresh out of the gate, the group was focused on setting the standard for the industry.

“It has been an evolution of always working toward the best possible client experience, an attitude that has carried us to present day,” Wes added. The company operates as an independent Registered Investment Advisor, which they believe is the purest platform for wealth advisory services. “It puts us on the same side of the table, as a fiduciary, with every client relationship. And that’s the way it should be,” Wes stated.

And while the name has changed the entire team’s passion for the community, strong faith and entrepreneurial spirit remain. With its headquarters just 45 miles southeast of Chicago in Valparaiso, Indiana, the firm builds deep and genuine relationships with clients, delivers extraordinary service and helps clients achieve their dreams through true wealth management. “Our dreams come true every time we help our clients achieve theirs,” Wes shared.

The company’s new branding efforts are apparent in more than just its name change. The firm has a new website at ( and other marketing materials and advertising will reflect the company’s new look and feel. More information can be found by calling 877.465.6924.

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