1 Provided by Plante Moran Insurance Agency Services (PMIA).
2 Provided by Plante Moran Trust.
3 Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.
Plante Moran Wealth Management in Chicago
Wealth Management
Exceptional client service has been our top priority since day one. The commitments set by our founders are the same ones that guide our wealth management professionals today: providing holistic, independent, and objective financial guidance to help you with what matters most. We’ll set you up for success today and look out for your future. And with our Chicagoland offices, we’re conveniently located to serve you.
Peace of mind doesn’t just come from financial stability today; it comes from knowing your future plans are secured, and everything you’ve built will be preserved and sustained for generations. In times like these, an objective financial advisor who can help you navigate the storm makes all the difference.
We’ll provide financial planning and investment strategy, investments, tax, insurance1, trust services2, and more. No matter where you are in life, our experts are here for you.
250+
tax, insurance, investment, & trust professionals
$16.4B
in assets under management
(Form ADV, June 30, 2019)
#1
on RIA Channel’s Top 100 Wealth Manager Ranking
Not indicative of PMFA’s future performance.3
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
More
Interest rates are low: Review your life insurance and annuities now
A low interest rate environment and recent market volatility have caused insurance companies to reduce benefits and raise costs. What should you do — and not do — when interest rates are low? We take a look at some options for life insurance and annuities.
SECURE Act: Planning items for individuals
The SECURE Act was signed into law at the end of 2019, bringing numerous changes that impact individuals saving for retirement. See how you may be affected.
Estate planning: What your family needs to know when you’re gone
Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
PMFA special commentary: Weighing the knowns
The rapid implementation of policies to attempt to slow the spread of the virus has led to a notable slowdown in economic activity, further exacerbating market volatility. What does this mean for investors? Read the full commentary.
Avoid the noise. Get expert wealth management insights.