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

Paula Porsch Wealth Management

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United States
Kansas City, MO
Paula Porsch Wealth Management

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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 success 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!

10/27/2026

A strategic plan for harvesting investment losses to offset capital gains can help reduce this year’s tax bill. Let’s find the right balance together.

Paulaporsch.com

10/23/2026

October is National Women’s Small Business Month—and there’s never been a better time to recognize the women shaping our economy from the ground up.

Women now own over 14 million businesses in the U.S.—that’s nearly 39% of all businesses, generating $2.7 trillion in revenue. From startups to legacy shops, their impact is undeniable.

Programs like SBA-backed loans, Women’s Business Centers, and the Women-Owned Small Business Federal Contracting Program are helping clear the path (SBA.gov, Oct 2024)—but the real power is in the women who show up every day to build something of their own.

This month, let’s celebrate their momentum—and keep moving it forward.

Paulaporsch.com

Business.com, October 2024.
https://www.business.com/articles/womens-small-business-month/

10/21/2026

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s get connected!

Paulaporsch.com

10/16/2026

Are you interested in finding, renewing, or updating your health insurance coverage? The Affordable Care Act marketplace open enrollment begins November 1st. Check out healthcare.gov for more information.

Paulaporsch.com

10/14/2026

📋 It's that time of year again. Open Enrollment season is here! This is your annual chance to review your benefits, adjust your elections, and make sure your coverage still fits your life.

Don't let the deadline sneak up on you, mark your calendar, and take a few minutes to check in on your options.

10/12/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. 💗

10/07/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

Paulaporsch.com

10/05/2026

It's National Cybersecurity Month! 🖥️ Here are the top 5 tips to protect yourself from cyber attacks:

1. Enable multi-factor authentication
2. Use strong, unique passwords
3. Think before you click
4. Keep your software updated
5. Secure your wifi and connections

Stay safe!

10/01/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!

09/29/2026

We are wishing everyone a Happy National Coffee Day! ☕
What's your go-to coffee order?

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

http://www.paulaporsch.com/

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