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.
2 min read
Estate planning: What your family needs to know when you’re gone
Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
1 min read
What impact will lower yields have on my bond portfolio?
Falling yields have been a strong tailwind to bond performance this year, but investors should temper their expectations for future returns.
1 min read
Tariffs, Fed rate cut weighing on consumer mood
Consumer sentiment dipped sharply last month. Confidence measures remain elevated, but rising uncertainty in the outlook is taking a toll.
1 min read
Retail sales increased sharply in July doubling expectations
Economic growth has slowed in recent months, but strong retail sales result in July provides some reassurance.
Wealth Management news and events
1 min read
2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist
PLANSPONSOR names Plante Moran Financial Advisors a 2019 Retirement Plan Adviser of the Year finalist.
401(k) plans boost company match due to tax reform, labor market
In The News
February 1, 2019
3 minute read
Plante Moran named 2018 NAPA Top DC Advisor Team
In The News
January 21, 2019
1 min read
National Association of Plan Advisors honors Plante Moran staff
In The News
January 21, 2019
4 min read
Wealth Management thought leadership
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Tariffs, Fed rate cut weighing on consumer moodConsumer sentiment dipped sharply last month. Confidence measures remain elevated, but rising uncertainty in the outlook is taking a toll.
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Retail sales increased sharply in July doubling expectationsEconomic growth has slowed in recent months, but strong retail sales result in July provides some reassurance.
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Core inflation accelerated in JulyDespite slowing growth, inflation picked up unexpectedly last month, complicating the Fed’s policy options and muddying the rate outlook.
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What impact will lower yields have on my bond portfolio?Falling yields have been a strong tailwind to bond performance this year, but investors should temper their expectations for future returns.
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.
