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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
60 min watch
What investors want to know now: A way forward

Uncertain about the current financial landscape? Our advisors share insights on some of the top issues investors face today and how to move forward. 

Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch
Don’t just give — give smarter
Jaime Eckels Wealth Management
Article February 13, 2020 1 min read

Unsure how the COVID-19 crisis impacts your financial future? We can help.

Wealth Management thought leadership

  • Get to know our wealth management suite of technology
    Plante Moran Wealth Management has a robust client portal and app to help you manage all your investments in one place — no matter the custodian.
    Amber Terakedis Wealth Management
    Article July 2, 2020 2 min read
    Man sitting at a table, looking at his cellphone
  • June nonfarm payroll adds 4.8 million jobs, surpassing expectations
    The string of better-than-expected news on the economy continues. Today’s jobs report tells a clear story: there’s a long way to go, but the labor market recovery is ahead of schedule.
    Jim Baird Wealth Management
    Blog July 2, 2020 2 min read
    People waiting in a social distancing line
  • Manufacturing activity surged in June
    While the economy continued to reopen, the ISM Manufacturing Index increased 9.5 points in June, exceeding expectations.
    Jim Baird Wealth Management
    Blog July 1, 2020 1 min read
    Man working in warehouse
  • Charitable planning opportunities under the CARES Act
    In addition to financial benefits for individuals and businesses, the CARES Act includes significant tax benefits to encourage charitable donations. Here’s what you need to know for your 2020 tax planning.
    Rebecca Solomon Wealth Management Dino Giannobile
    Article June 30, 2020 4 min read
    Man sitting on outside stairs reading a newspaper

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.

COVID-19: Navigate uncertainty. Find peace of mind.

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