Skip to Content

Get to know our wealth management practice

May 16, 2019 Podcast 15 min listen
Authors:
Dawn Jinsky Wealth Management
In this exclusive podcast, available only to Plante Moran alumni, Dawn Jinsky discusses our rapidly growing wealth management practice and how we help individuals and businesses.

Money charts Rapid growth, expanded service capabilities, and the opportunities for new potential clients have made wealth management one of our most exciting practice areas. Dawn Jinsky discusses the latest news from the group in this alumni-only podcast.

Listen to the podcast to learn about:

  • What differentiates our wealth management practice.
  • The kinds of clients we serve — and how we serve them.
  • Why Dawn loves being a part of Plante Moran Wealth Management.

Want to learn more about our wealth management practice? Dawn would love to hear from you.


Related Thinking

Two people looking at data of rising credit card debt
February 22, 2024

Are record high credit card balances a risk to economic growth?

Blog 1 min read
Three people sitting at a table reviewing data
February 22, 2024

Where does the majority of U.S. consumption originate?

Blog 1 min read
Empty retail store with full clothes racks
February 15, 2024

January retail sales fell more than expected

Blog 3 min read