Financial planning
Begins with clients' values and full financial picture.
Paula Porsch Wealth Management
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About Paula Porsch Wealth Management
Financial planning and wealth management are the core services offered, with investment portfolios designed around clients' lives, families, and priorities. The firm takes a planning-first approach, beginning with a review of each client's values and overall financial picture. Services include investment management, tax strategy, insurance planning, retirement planning, estate and legacy planning, divorce planning, charitable giving strategies, business tax planning, retirement plan consulting, and succession planning. Its team of CPAs and planners coordinates with clients' other professionals and supports decisions as priorities change. The firm serves independent women, pre-retirees and retirees, corporate executives, and business owners. It is based in Kansas City.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Designs portfolios around clients' lives and priorities.
Tax strategy
Coordinates tax planning with financial decisions.
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