With roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management is a leading provider of investment advisory, trust, tax, and insurance services. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
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645 Election gives trustees and executors more flexibility.
Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.
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Why not de-risk late in the cycle?
Attempting to de-risk ahead of a recession can have significant downside. In short, “being early” can look a lot like “being wrong.”
Wealth Management news and events
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John Lesser named one of Barron's "Top 100 Independent Financial Advisors"
Congratulations to our own John Lesser who was named to Barron’s list of America’s “Top 100 Independent Financial Advisors” for the 12th consecutive year. Read more on Barron’s.
Plante Moran Wealth Management Media Highlights
Article
September 18, 2018
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Plante Moran Wealth Management Media Highlights
Article
August 14, 2018
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Plante Moran Wealth Management Media Highlights
Article
July 19, 2018
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Wealth Management thought leadership
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Retail sales surge in MarchAfter a tepid stretch that started late last year, consumers opened up their wallets in March, and retailers were the beneficiaries.
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Is the yield curve flashing a warning signal?After briefly inverting, the spread between the three-month and 10-year Treasury yields is back in positive territory.
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Why not de-risk late in the cycle?Attempting to de-risk ahead of a recession can have significant downside. In short, “being early” can look a lot like “being wrong.”
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Rising gas prices nudged CPI up to 1.9% in MarchIn the tenth year of expansion, for a growing economy with a tight labor market, fairly stable measures of inflation around 2% are about as good as it gets.
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Wealth Management Working With Us
Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know earning that level of trust requires a very personal, customized, and consistent service approach.
With a work environment that attracts and retains top talent and hires for the long run, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.
