Founded in 2007 by Wes Kotys, Kotys Wealth Professionals is an independent, fee-only Registered Investment Advisor (RIA) firm. Operating under a fiduciary standard, the company is legally and ethically bound to act in its clients' best interests. Their mission is to provide clarity and confidence in their clients' financial lives through a proprietary process called The Clarity Formula™, which integrates comprehensive financial planning with disciplined investment management to help individuals and families achieve long-term financial independence.

Founded in

United States