Paula Porsch Wealth Management

Description

• At Paula Porsch Wealth Management we are dedicated to creating long lasting relationships with our clients by taking a holistic approach to wealth management. Our objective is to bring confidence, clarity, and satisfaction to each of our clients financial experiences at each stage of their wealth planning cycle. We take pride in being together through life with our clients and their families as they move from saving for college to leaving a legacy.A More Rewarding RelationshipAchieving financial success and reaching lifes goals requires time and commitment from your advisory team. At PPWM, we identify your most pressing 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 will help you turn your vision into an enduring plan. This takes time and discovery which leads to a more rewarding relationship for you and for our team. We implement and coordinate strategies for all aspects of your financial life including investments, education and retirement planning, taxes, estate and legacy planning, philanthropy and charitable giving. We collaborate with your other professional advisors to insure 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.Disclosure: Paula Porsch Wealth Management is an independent firm with securities are offered through Registered Representatives of Summit Brokerage Services, Inc., member FINRA/SIPC. Advisory services are offered through Summit Financial Group, Inc., a registered investment adviser.
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  Headquarters:4717 Grand Avenue Suite 240, Kansas City, Missouri, United States

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  Phone Number: +1 816-221-1606

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  Website: https://www.paulaporsch.com

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  Employees:11

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  Revenue:$1 - 10M

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  Legal Name:Paula Porsch Wealth Management

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• |  NAICS Code: 541110  |

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