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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 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
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.
Article September 20, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article September 18, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article August 14, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read

Up Next

Wealth Management thought leadership

  • Consumer prices flat in November
    With no change in consumer prices in November, the CPI edged down to 2.2% for the year.
    Jim Baird Wealth Management
    Blog December 12, 2018 2 min read
    Man sitting in empty conference room
  • Fed policy: How much further will the Fed tighten?
    While the direction of the Federal Open Market Committee’s (FOMC) interest rate policy appears clear, hear PMFA Chief Investment Officer, Jim Baird, discuss the Fed’s forecast, differing capital market expectations, and what that disparity means for investors.
    Jim Baird Wealth Management
    Video December 12, 2018 3 min watch
    Image of a dirt road through green country pastures.
  • Fixed income: Balancing risks, finding opportunities
    The fixed-income market environment of today calls for patience and prudence. Hear from PMFA Senior Fixed Income Analyst, Paul Olmsted, on the importance of balancing risk with the search for yield in your fixed-income portfolio.
    Paul Olmsted Wealth Management Jim Baird Wealth Management
    Video December 12, 2018 2 min watch
    Image of a suspension bridge surrounded by fall foliage.
  • Global equities: Increased volatility likely to persist, but fundamentals and valuations remain supportive
    While 2018 has been a challenging year for global equities, fundamentals in the U.S. remain generally strong. Outside the U.S., a range of risks have weighed on international markets, but the long-term story there remains attractive. Hear PMFA Senior Equity Analyst, Eric Dahlberg, discuss global equity conditions.
    Eric Dahlberg Wealth Management Jim Baird Wealth Management
    Video December 12, 2018 2 min watch
    Image of a two-lane road heading mountains in the distance.

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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.