Kotys Wealth Professionals
Kotys Wealth Professionals, operating as TKG Advisors, LLC, was founded in 2013 by Wesley Kotys, who serves as the CEO and CCO. The firm offers investment supervisory services, financial planning, and asset management on a fee basis. Clients can engage in discretionary or non-discretionary investment advisory services, with fees based on a percentage of assets under management. The firm may charge a minimum planning fee for clients with less than $500,000 in assets. Services include cash management, variable annuity management, ERISA plan services, and qualified plan consulting. Investment strategies focus on a nimble trading approach, combining fundamental and technical analysis. KWP does not participate in wrap fee programs and does not recommend margin accounts for investment purposes. The firm's Code of Ethics ensures client interests are prioritized, and employees are prohibited from using non-public information for personal gain. K
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