Skip to Content
Podcast

Get to know our wealth management practice

May 16, 2019 / 15 min listen

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.

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:

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

Download this podcast

Related Thinking

Financial advisors discussing the stockmarket
July 25, 2024

Should I invest when the market is near all-time highs?

Blog 2 min read
Couple of colleagues discussion equity markets and volatility
July 25, 2024

Why does investment time horizon matter?

Blog 2 min read
Parents helping their college student move.
July 18, 2024

9 financial tips to prepare yourself and your child for college and beyond

Article 6 min read