Paula Porsch Wealth Management Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Paula Porsch Wealth Management provides holistic wealth management services with a focus on building long-term relationships. The company aims to offer confidence, clarity, and satisfaction across each stage of clients’ financial journeys. It serves individuals and families as they progress from saving for education to planning for a lasting legacy. The practice coordinates strategies across investments, education and retirement planning, taxes, estate and legacy planning, and philanthropy to integrate all aspects of a client’s financial life.

Based in Kansas City, Missouri, the firm emphasizes collaboration with other professional advisors to ensure consistency and accuracy in planning. It operates with a small to mid-sized professional team. Securities are offered through Cetera Advisor Networks LLC, and advisory services are provided through Summit Financial Group, Inc., with these affiliates connected yet independently owned from Paula Porsch Wealth Management.

Find Paula Porsch Wealth Management employees' phone numbers or email addresses

Paula Porsch Wealth Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Paula Porsch Wealth Management's Leadership

  • Stylized image of a person
    P. D. P.
    President And Ceo
    Phone icon
  • Stylized image of a person
    G. B.
    Administrative Assistant And Marketing
    Phone icon
  • Stylized image of a person
    L. M.
    Executive Assistant
    Phone icon

Paula Porsch Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Paula Porsch Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. D. P.
    President And Ceo
    Phone icon
    United StatesMissouri
    Jun 26, 2026
  • Stylized image of a person
    G. B.
    Administrative Assistant And Marketing
    Phone icon
    United StatesKansas
    Jun 27, 2026
  • Stylized image of a person
    L. M.
    Executive Assistant
    Phone icon
    United StatesTennessee
    Apr 17, 2026

Frequently Asked Questions

What is Paula Porsch Wealth Management known for?

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Paula Porsch Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 4717 Grand Avenue Suite 240 Kansas City, Missouri 64112 United States. Explore Paula Porsch Wealth Management's company overview page for more information.

What is Paula Porsch Wealth Management's most common email format?

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Paula Porsch Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paula Porsch Wealth Management email formats with LeadIQ.

How many employees does Paula Porsch Wealth Management have currently?

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Paula Porsch Wealth Management has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Paula Porsch Wealth Management's key employees and leadership?

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As of February 2026, Paula Porsch Wealth Management's key employees include:

  • President And Ceo: P. D. P.
  • Administrative Assistant And Marketing: G. B.
  • Executive Assistant: L. M.

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