Skip to Content

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
4 min read
645 Election gives trustees and executors more flexibility.

Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.

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
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read

Market perspectives blog

PMFA Market Perspectives image
1 min read
November 2017 CPI

CPI rose 0.4% in November; core inflation flat for the month.

Jim Baird Wealth Management
Blog December 13, 2017 1 min read
November employment situation
Jim Baird Wealth Management
Blog December 08, 2017 1 min read
GDP Research Notes
Jim Baird Wealth Management
Blog December 01, 2017 1 min read
Jobless claims - Week of 11-18-17
Jim Baird Wealth Management
Blog November 22, 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

  • November 2017 CPI

    CPI rose 0.4% in November; core inflation flat for the month.

    Jim Baird Wealth Management
    Blog December 13, 2017 1 min read
    Line graph showing CPI year over year history
  • November employment situation

    Unemployment holds steady at 4.1% despite strong payroll gains.

    Jim Baird Wealth Management
    Blog December 08, 2017 1 min read
    Bar and Line graph showing November Employment Situation
  • GDP Research Notes

    U.S. economy grew at a 3.3% pace in Q3, beating expectations.

    Jim Baird Wealth Management
    Blog December 01, 2017 1 min read
    bar graph showing GDP QoQ history
  • 645 Election gives trustees and executors more flexibility.

    Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.

    Katie Szymanski Wealth Management
    Article November 28, 2017 4 min read
    Image of wrought iron gate design.

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.