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Private Wealth Management & Advanced Planning Needs

Paula combines Private Wealth Management and Advanced Planning Services catering to the intricate needs of a select group of Very High-Net-Worth Yacht Owners, Successful Business Owners and Multi-Generational Families.  Her long-term relationships encouraging open and honest communication have been the foundation of her success.  Paula's practice is best suited for those with multimillions of investable assets. 

Chesser Wealth Management Experience

Chesser Wealth Management Experience

Paula's wealth management philosophy is built around simplifying client's lives by using a proven five-step process to help ensure a smooth transition to and throughout life's transformations.

Who We Serve 

Who We Serve 

Years of experience have prepared Paula to guide you through life's transitions.

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Extended Team

Extended Team

Paula leverages an Extended Team of experts providing additional expertise to help support all your planning needs.

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Baird Difference

Baird Difference

In Baird, Paula has a partner with world-class resources and expertise.

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Think We'd Be a Good Fit?

Paula's straightforward mission is to provide the best financial advice and service to her clients.  Reach out to request an appointment to share your story, what's important to you, and your goals and aspirations for the future.

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Words of Wisdom

"The best way to measure your investing success is not by whether you're beating the market but by whether you've put in place a wealth plan and a behavioral discipline that are likely to get you where you want to go."

~Benjamin Graham, Author, Columbia University Instructor, Mentor to Warren Buffet