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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.

Wealth Management

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 achieve your goals and reach realize your dreams, in the most collaborative and transparent way.

Up Next

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
December 2017 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article December 19, 2017 1 min read
645 Election gives trustees and executors more flexibility.
Katie Szymanski Wealth Management
Article November 28, 2017 4 min read
Estate Tax Reform
Shawn P. Calabrese Wealth Management
Article November 27, 2017 1 min read
November 2017 Market Perspectives
Jim Baird Wealth Management
Article November 16, 2017 1 min read

Market perspectives blog

PMFA Market Perspectives image
2 min read
December 2017 CPI

CPI increased 0.1% from prior month; retail sales up 0.4% in December.

Jim Baird Wealth Management
Blog January 12, 2018 2 min read
December employment stuation
Jim Baird Wealth Management
Blog January 09, 2018 1 min read
December 2017 Market Perspectives
Jim Baird Wealth Management
Article December 19, 2017 1 min read
November 2017 CPI
Jim Baird Wealth Management
Blog December 13, 2017 1 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Wealth Management media highlights.
Cara Mossington Wealth Management
Article November 28, 2017 1 min read
Wealth Management hosts successful Family Financial Summit.
Cara Mossington Wealth Management
Article November 21, 2017 1 min read
Plante Moran Financial Advisors CIO media highlights
Jim Baird Wealth Management
Article October 30, 2017 1 min read
Barron's "Top 100 Independent Advisors for 2017"
Article September 26, 2017 1 min read

Wealth Management thought leadership

  • December 2017 CPI

    CPI increased 0.1% from prior month; retail sales up 0.4% in December.

    Jim Baird Wealth Management
    Blog January 12, 2018 2 min read
    Line graph showing CPI YoY History
  • Explore the road ahead
    What can investors discern from the current economy and markets? Explore our Road Ahead.
    Jim Baird Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management Eric Dahlberg Wealth Management
    January 11, 2018 10 min read
    Wealth Management 2018 Road Ahead staircase image
  • Bitcoin is big, but what does it mean to invest?
    As Bitcoin gains popularity (and value), new ways to securely store and trade the currency are lowering the barriers to entry. Learn more at Crain's Detroit Business.
    Raj Patel
    Article January 11, 2018 2 min read
    Business people using their cell phones to access Bitcoin trading.
  • Meltdown and Spectre exploit vulnerabilities in modern processors
    Meltdown and Spectre bugs are exploiting vulnerabilities in the processors of nearly all modern devices. These vulnerabilities allow a program to access and read data in memory from another program, which can contain sensitive data like emails, documents, and stored passwords.
    Raj Patel
    January 11, 2018 1 min read
    Meltdown spectre bugs are discussed by office workers

Up Next

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.