Paula R. Chesser specializes in managing wealth for a select group of Very High-Net-Worth Yacht Owners, Successful Business Owners, and Multi-Generational Families navigating both challenging and celebratory life events such as business sale and/or succession, retirement, loss of a loved one, job change or sudden financial windfall.  Paula unravels the complexities and issues that come with wealth providing a strategic course of action.  Clients tend to have the following characteristics:

Paula's proprietary Chesser Wealth Management Experience is her process driven experience specifically designed for consistency so clients know exactly what to expect.  Those who benefit most from working with Paula value her comprehensive Advanced Planning Services, are seeking personal attention to grow or maintain their financial lifestyle, and have multimillions of investable assets.