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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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We understand that financial decisions carry great responsibility, and know the efforts that go into building wealth and the potential implications of losing it. At Plante Moran Wealth Management, your future success is our greatest priority and our solutions aim to provide you two priceless gifts - peace of mind and more time to spend on the important things outside of managing your wealth. We treat your wealth as we would our own.

The Plante Moran Wealth Management practice was built 40 years ago, at the request of Plante Moran clients, to provide individuals, families, and businesses with the same client-focused, industry-leading service that our audit, tax, and advisory corporate clients have enjoyed for nearly a century.

Our clients range from those with investable assets of half a million dollars to those with hundreds of millions of dollars. Whether your focus is on retiring comfortably while paying for your children’s education or preserving wealth and leaving a legacy, we can help.

Our firm’s commitment to independence and objectivity means that everything we do is focused on helping you develop and implement the right investment, estate, trust, tax, and insurance strategies. We help you to reach your goals and objectives, in the most collaborative and transparent way.

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Financial Advisors named one of Barron’s 2020 Top RIA Firms
Under the esteemed direction of John Lesser and Bob Palmer, PMFA was recognized as one of Barron’s 2020 100 Top RIA Firms.
In The News October 23, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Related Events

  • Investor insights: The new “new normal”

    Join Plante Moran Wealth Management on April 20 for our Investor insights webinar. Our team of experts will discuss the improving economic outlook and share perspectives on market conditions.

    Jim Baird Wealth Management Eric Dahlberg Wealth Management
    Webinar April 20, 2021 45 min watch Upcoming
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Wealth Management thought leadership

  • Financial planning: Ten opportunities for 2021

    Four months into 2021, how can you continue steering your financial plan forward amid uncertainty? We think these 10 ideas have potential for successful outcomes.

    David Stahl Wealth Management Dawn Jinsky Wealth Management Mike Lopus Wealth Management
    Article April 7, 2021 4 min read
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  • What does the recent increase in long-term yields tell us about the economic outlook?
    While the Federal Reserve has kept short-term rates anchored near zero, long-term rates have risen on expectations for stronger growth and higher inflation.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog April 7, 2021 1 min read
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  • How can I position my fixed income portfolio to reduce interest rate risk?
    Allocating to less rate-sensitive sectors such as municipal and corporate bonds can diminish the negative near-term effect of rising rates.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog April 7, 2021 1 min read
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  • For the 99.5% Act: Key considerations and next steps

    On March 25, 2021, Senator Bernie Sanders (VT) and Senator Sheldon Whitehouse (RI) introduced the “For the 99.5% Act.” If enacted, it would have a significant impact on the inheritance tax system. Here’s what you need to know.

    Dawn Jinsky Wealth Management
    Article March 29, 2021 3 min read
    View of the roof of the U.S. capitol building.

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.

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