Paula Porsch Wealth Management

Paula Porsch 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.

Paula Porsch Wealth Management Difference

At Paula Porsch Wealth Management we are dedicated to creating long lasting relationships with our clients by taking a holistic approach to wealth management. 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

Pursuing financial suc

cess and working towards 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. Principal Advisor, Paula D. Porsch, is a “CPA” Certified Public Accountant and “CRPC” Chartered Retirement Planning Counselor. These designations give her a unique perspective and sensitivity when developing and maintaining portfolio strategies, creating retirement income streams, and income tax planning. She believes in continuing education and ongoing research to help ensure the best possible advice for her clients. Hope to see you soon!

Here's to finding joy and reward in the work that you do. Happy Labor Day!
09/07/2026

Here's to finding joy and reward in the work that you do. Happy Labor Day!

If you don't have one already, set up and maintain an emergency fund. This nest egg will give you confidence when times ...
09/03/2026

If you don't have one already, set up and maintain an emergency fund. This nest egg will give you confidence when times are tough or you have a financial emergency.

September is Emergency Preparedness Month! 🚨In the heat of an emergency, it's easy to forget the details. Here are 5 THI...
09/01/2026

September is Emergency Preparedness Month! 🚨
In the heat of an emergency, it's easy to forget the details. Here are 5 THINGS you should have put together in case things take a turn for the worse:

- Identification (Passports, birth certificates, etc.)
- Social Security Cards
- An emergency fund with the value of 3-6 months of expenses
- Electronic copies of emportant doccuments
- Medical Information (Service providers, records, health insurance information)

If you need help protecting what you've built, give me a call!🤝

Diversifying your portfolio is not a one-time event. It's important to monitor and rebalance your portfolio over time to...
08/28/2026

Diversifying your portfolio is not a one-time event. It's important to monitor and rebalance your portfolio over time to make sure you stay within your risk tolerance. Contact our office if you would like to review your portfolio.

Here's to strong women: may we know them, may we be them, may we raise them.On August 26, 1920, the 19th Amendment to th...
08/26/2026

Here's to strong women: may we know them, may we be them, may we raise them.

On August 26, 1920, the 19th Amendment to the Constitution was passed in the U.S. Congress. Use today to celebrate the amazing women in your life! 🕊️

There are several options for you to consider when deciding how to reduce your taxes in retirement. A few options you co...
08/24/2026

There are several options for you to consider when deciding how to reduce your taxes in retirement. A few options you could consider are moving to a more tax-friendly state, being strategic about taking Social Security and reallocating or reassessing your investments.

August is National Wellness Month! 🌟Mental and physical wellness is just as important to us as financial wellness.Did yo...
08/21/2026

August is National Wellness Month! 🌟Mental and physical wellness is just as important to us as financial wellness.

Did you know that small changes can have a big impact? We have some tips and a few lifestyle changes that might improve your life. Your health, happiness, and heart will thank you. 💪💖

Strong portfolios don’t fail all at once. They erode gradually.Inflation reduces what your wealth can buy. Taxes compoun...
08/19/2026

Strong portfolios don’t fail all at once. They erode gradually.

Inflation reduces what your wealth can buy. Taxes compound in the background. Concentrated positions introduce risk that only shows up when conditions change.

Individually, these are manageable. Together, they can materially reshape long-term outcomes. Taking a step back to evaluate how these forces interact across your full balance sheet can reveal risks that performance alone will never show.

It's National Nonprofit Day!🤝Donations to charities not only help the organization you're giving to but can also help yo...
08/17/2026

It's National Nonprofit Day!🤝

Donations to charities not only help the organization you're giving to but can also help you reduce what you owe on this year's taxes. Be sure to keep track of your donations to add to your yearly deductions. Don't hesitate to reach out and learn now you can give... and save!

08/14/2026

Address

4717 Grand Avenue, Suite 240
Kansas City, MO
64112

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18162211606

Website

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