Navigating Life Changes
Team Paula specializes in managing wealth for a select group of Successful Business Owners, High Level Professionals and Affluent Women planning for or currently experiencing a life event such as selling a business, retirement, loss of a loved one, job change or sudden financial windfall. Team Paula unravels the complexities and issues that come with your wealth with a clear sense of what's important to you.
Our proprietary Chesser Wealth Management Experience is our process driven experience specifically designed for consistency so our clients know exactly what to expect. Those who benefit most from working with us value our comprehensive Advanced Planning services and are seeking personal attention to growing or maintaining their financial lifestyle. They have $2,000,000 or more of investable assets.
Our clients tend to have one or more of the following characteristics:
- Family Stewards - Focused on taking care of their families.
- Independents - Enjoys the freedom their wealth brings.
- Smart & Capable - Advanced knowledge in many areas however limited knowledge when making important financial decisions.
- Overwhelmed - Somewhat anxious, perhaps confused and frustrated by the responsibility of their wealth.
- Ensuring a smooth financial transition to and throughout retirement.
- Advanced Planning needs:
- Mitigating taxes
- Taking care of their heirs
- Protecting assets
- Analyzing charitable options
- The potential of outliving their assets.
- Finding guidance from trustworthy professionals.
We take on a limited number of new clients each year who are typically referred to us by client introductions and other professionals such as attorneys and accountants. Team Paula commits to building an elevated level of trust and maintaining long lasting client relationships throughout the generations.
Learn more about Paula's story >