The Kotys Group is an independent, boutique firm with clients in 10 states. Because of the depth of relationship we prefer to have with our clients, we take on a limited number of new clients each year. We believe strongly in managing our firm's growth to preserve the level of attention our clients receive, and not merely for the sake of growth itself.

We are driven by helping you pursue your dreams, and accomplish your goals. We couple our proactive wealth management strategies, and comprehensive wealth management process, with a commitment to strong relationships, and impeccable service and execution.

The Kotys Group has been named part of the LPL Financial Patriot’s Club. This distinction is based on a production ranking of all registered advisors supported by LPL Financial, LLC, and is awarded to less than 10% of the firm’s more than 12,000 advisors nationwide.

President and Founder, Wesley Kotys, was named one of The Times and BusINess magazine’s "20 Under 40." Awarded based on Professional development and community involvement.