Paula D. Porsch CPA, CRPC^®, CDFA^®

President/CEO/ Wealth Manager

(816) 221-1606
pporsch@paulaporsch.com

After spending many years working in large financial and accounting firms offering traditional and broad-based investment planning advice and re-active versus pro-active tax planning, I chose to create a new path and create a boutique firm that offers our clients a truly personalized and comprehensive financial experience.

We are dedicated to creating long lasting relationships by taking the time to get to know you prior to making any recommendations regarding your financial future. Our objective is to bring confidence, clarity, and satisfaction to you regarding your wealth. 

I am honored Paula Porsch Wealth Management is a trusted leader in our industry. Our success is largely due to the dedication our team makes to each of our clients on an individual basis. This dedication is fueled by each team member’s passion to deliver exceptional service. I couldn’t be more proud of our team, our clients and the work we do every day!

A MORE REWARDING RELATIONSHIP

Achieving financial success and reaching life's goals requires time and commitment from your advisors. We help identify your objectives and concerns and then address them as we create a long- term vision for your financial future. Through planning discussions, prioritization, and focus, we help you turn your vision into an enduring plan. This process takes time and discovery which leads to a more rewarding relationship for you and for us.

We design and coordinate strategies for all aspects of your financial life including investments, retirement income planning, philanthropy, and business succession. We collaborate with your other professional advisors to ensure consistency and accuracy.

At the end of each day, it is our relationship with you that means the most to us. We continually challenge ourselves to become your most trusted and valued advisor. Our motto is "together through life" which is exactly where we want to be, right by your side!

Please call me so we can get started on your financial future.