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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
Plante Moran Wealth Management Media Highlights
Noteworthy news over the past month.
John Lesser Wealth Management
Article June 20, 2018 1 min read

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Wealth Management thought leadership

  • Plante Moran Wealth Management Media Highlights
    Noteworthy news over the past month.
    John Lesser Wealth Management
    Article July 19, 2018 1 min read
    woman smiling at laptop
  • How to avoid benefits missteps after a foreign acquisition
    With foreign acquisitions of U.S. companies continuing apace, employee benefits can be a particular paint point if not handled correctly. Here are six ways foreign executives can keep an acquisition on track. Learn more at Employment Benefit News.
    Joseph Rankin
    Article July 17, 2018 5 min read
    Photo of a U.S. flag nearby tall buildings.
  • Consumer sentiment declines modestly in early July
    At this point, consumers still appear to be more focused on what is going right than what could go wrong. It’s not that there’s not an awareness; it’s that the risks perhaps still seem too distant or unlikely to derail an otherwise strong economy.
    Jim Baird Wealth Management
    Blog July 13, 2018 1 min read
    Man in flower shop
  • Consumer inflation edges higher again in June
    Inflation still isn’t surging, but it is continuing its steady upward climb, reaching a 6-year high in June. Looking forward, multiple factors appear likely to keep upward pressure on consumer prices.
    Jim Baird Wealth Management
    Blog July 12, 2018 2 min read
    Man in conference room

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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.