With more than 35 years of financial, tax, accounting and real estate experience, Paula is dedicated to providing clients with the finest individually tailored approach to wealth management. Drawing on her experience and national resources, Paula develops personalized, strategic plans to address the complex needs of individuals and families with substantial wealth.
In 2009, Paula founded Paula Porsch Wealth Management, a Kansas City based independent financial advisory practice to assist wealthy individuals and families to manage, grow, protect and distribute their wealth. Now in its 15th year, the firm has developed a reputation of working closely with their clients to establish customized wealth management strategies that are designed to meet client expectations, long term goals, diversification of risk, and quality delivery.
With a vigorous focus on strong client relationships, the firm’s signature level of personal service has delivered Paula’s dream of spending most of her professional time face-to-face with some of the most interesting people and families in Kansas City and around the country.
“It’s such a joy and important responsibility to know that so many people look to us as one of their most trusted and valued advisors. It is not something we take for granted”. Paula Porsch
Paula is a graduate of American University in Washington, D.C. She spent eight years as a CPA in the tax departments for Coopers and Lybrand and Deloitte, both national accounting firms, six years managing commercial real estate portfolios, and eight years as a financial advisor with Merrill Lynch before establishing Paula Porsch Wealth Management in 2009.
Paula Porsch is a Certified Public Accountant (CPA), and holds the designations of Chartered Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA®). She is a Registered and Investment Adviser Representative of Cetera Advisors.
Paula is Founder and Past President of the Susan G. Komen Breast Cancer Foundation (Kansas City Affiliate) and Race for the Cure, she has served (or serves) on numerous civic and philanthropic boards and associations, including The Kansas City Pet Project, The National Kidney Foundation, Reaching Out From Within (ROFW), Greater Kansas City Chapter of Women in Insurance and Financial Services, Kansas City Free Health Clinic, Center for Practical Bioethics, Komen for the Cure Finance Committee, Komen for the Cure Development Committee, Breast Cancer Prevention Center at the University of Kansas Hospital and the Women’s Public Service Network. Paula has been recognized by the Kansas City Business Journal with the prestigious honor of being one of Kansas City’s “Women Who Mean Business.” She has also been honored by the Susan G. Komen Breast Cancer Foundation as a 20 year Legacy Honoree for her long standing commitment to find a cure to end breast cancer.
Issued 2012 by Kansas Business Journal. The Women Who Mean Business program honors the top-ranking women in the Kansas City business community. Individuals can be self-nominated and do so by completing a survey/application that is reviewed by the Kansas Business Journal. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
“Faces of Komen” 20th Anniversary Celebration Honoree issued by Susan G. Komen for the Cure, Greater Kansas City August 2013. In April 2013 The Faces of Komen Campaign was launched at the inaugural Komen Reveal: a celebration of the beginning of events that commemorated 20 years of impact in Greater Kansas City. Honorees were recognized for their passion and commitment to finding a cure for breast cancer. Both survivors and co-survivors were featured and nominated by the non-profit board of directors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
After 30 years of living in the Hyde Park neighborhood in Midtown Kansas City, she and her husband Clay moved to Parkville, Missouri. She enjoys reading, gardening, hiking, Jazzercise and pickleball. But most of all she loved spending time with friends, family and clients.
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