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Kotys Wealth Professionals
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
1111 Glendale Blvd Ste 105, Valparaiso, ...Phone Number
(219) 465-6924Website
www.kotyswealthpro.comRevenue
$5.1 MillionIndustry
About Kotys Wealth Professionals
Kotys Wealth Professionals is a fee-only fiduciary firm based in Valparaiso, IN, specializing in comprehensive financial planning and rules-based investment management. They prioritize their clients' interests above all, aiming to provide exceptional service in navigating complex wealth management issues. The company focuses on becoming a trusted advisor, allowing clients to pursue their passions with confidence in their financial management. Their personalized approach includes an initial no-cost meeting, data gathering, and ongoing monitoring to ensure clients stay on track toward their financial goals.Explore more
Kotys Wealth Professionals Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Kotys Wealth Professionals Tech Stack
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Kotys Wealth Professionals is a fee-only fiduciary firm based in Valparaiso, IN, specializing in comprehensive financial planning and rules-based investment management. They prioritize their clients' interests above all, aiming to provide exceptional service in navigating complex wealth management issues. The company focuses on becoming a trusted a... Read More
