Welcome to Paula Porsch Wealth Management
"When was the last time you visited with your financial advisor? Was it face to face? Did she ask you thought provoking questions that would tell her the story of your life’s hardships, accomplishments, dreams, and goals? If not, and you are seeking a personal relationship with a wealth advisor who listens first, communicates, creates a plan, and only then ... invests your money, then you have come to the right place”.
Paula D. Porsch
CPA, CRPC®, CDFA®
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention.Learn More
You need someone you can rely on to provide trusted, objective and competent advice...an organization who has built a reputation on these qualities and relationships.Learn More
Spend a few minutes and peruse our short educational videos on a topic of interest to you.Learn More
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Simple steps may help you foil hackers and protect your privacy.
Here's a breakdown of how the federal government spends your tax money.
How literate are you when it comes to your finances? Brush up with these five basics.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn about cyber liability insurance in this entertaining video.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.