Paula Porsch Wealth Management

Financial ServicesMissouri, United States11-50 Employees

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 client’s financial experiences at each stage of their wealth planning cycle. We take pride in “being together through life” with our client’s and their families as they move from saving for college to leaving a legacy.

A More Rewarding Relationship

Achieving financial success and reaching life’s 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: Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

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