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Yacht Owners<br/><br/>

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<br/><br/>

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

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

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

Team Paula

Paula leverages a team of experts who provide specialized expertise to support client's 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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Discover How Team Paula Can Benefit You

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