Paula R. Chesser
Imagine a partner who specializes in navigating the complexities of life events, offering solutions with a clear sense of what’s important to you.
Yacht Owners
Why not partner with a Wealth Manager who is also a fellow yacht owner and captain? Captain Paula can help you navigate the ever-changing financial waters.
Business Owners
Envision a Wealth Manager who takes great care in finding the right solutions to fit your business sale or succession plan.
Multi-Generational Families
Picture a partnership with a Wealth Manager who designs a unique experience to fit you and your family values.
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
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.
Team Paula
Paula leverages a team of experts who provide specialized expertise to support client's planning needs.
Baird Difference
In Baird, Paula has a partner with world-class resources and expertise.