On the Plante Moran Financial Advisors (PMFA) team, we act as a personal chief financial officer for our clients, providing independent and objective investment consulting, estate planning, and income tax planning strategies to wealthy families and institutions. Our job is to connect the dots among their investments, taxes, and philanthropic planning to maximize their personal balance sheet to grow and protect wealth for generations to come.
I am playing my way through the top 100 golf courses in the world. The most incredible course I’ve been on is Royal County Down in Northern Ireland. The landscape is more beautiful than you can imagine.