Our Clients  
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 business succession or business sale, 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 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.
  • Collaborative - Understands the advantages of working with a professional team of advisors.

Our clients typically ask us for direction with:

  • Ensuring a smooth financial transition to and throughout retirement.
  • Resolving retirement lifestyle maintenance concerns.
  • Finding guidance from trustworthy professionals.

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, are seeking personal attention to growing or maintaining their financial lifestyle and have between $2,000,000 and $25,000,000 of investable assets.  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. 

BAIRD HIGHLIGHTS