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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 news and events

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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

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Wealth Management thought leadership

  • Would China retaliate by selling its U.S. Treasury holdings?
    China could leverage its position as the largest foreign holder and purchaser of U.S. government debt, but it would come at a price.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog May 23, 2019 1 min read
    Feature Image for U.S. Debt
  • How do negative global yields affect US bond investors?
    As the amount of negative yielding global bonds grows, the upside for longer-term U.S. Treasury yields may be limited.
    Jim Baird Wealth Management
    Blog May 23, 2019 1 min read
    Negative Yield Feature
  • Power of attorney vs. trust: Which strategy is right for you?

    While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

    Jonathan S. Grossman Wealth Management
    Article May 21, 2019 6 min read
    Image of diverting arrows on road
  • Inflation edges higher on rising gas prices
    The increase in the CPI last month reflected a rise in gas prices, but inflation remains well anchored.
    Jim Baird Wealth Management
    Blog May 10, 2019 1 min read
    Man in flower shop

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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.