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.

Client Login

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
PMFA named a top 20 RIA firm by Financial Advisor Magazine
Of more than 500 registered investment advisor firms, Plante Moran Financial Advisors ranked 17th.
In The News August 27, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Related Events

  • 2020 Wealth Management Virtual Summit
    The 2020 Wealth Management Virtual Summit features timely expert commentary, panel discussions, and a must-see keynote address. Let’s reach new heights together.
    Event October 20, 2020 Upcoming
    Virtual summit graphic

Unsure how the COVID-19 crisis impacts your financial future? We can help.

Wealth Management thought leadership

  • Do presidential approval ratings correlate with stock market performance?
    With the exception of extreme periods, equity markets have produced strong returns on average, regardless of voter satisfaction.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog September 17, 2020 1 min read
    Top of federal building with American flag
  • Can market performance foreshadow the election outcome?
    Markets have shown some predictive power over time, but given the uncertainty of 2020, investors shouldn’t assume anything.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog September 17, 2020 1 min read
    Federal building in early morning light
  • Rent disruptions highlight need for real estate portfolio diversification
    Disruptions in rent collections since April’s national shutdowns spotlight the importance of diversification in an investment real estate portfolio. Find out how COVID-19 has impacted each real estate property type.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Marty West Plante Moran REIA
    Article September 16, 2020 4 min read
    Two real estate consulting professionals at a table reviewing tables and graphs showing rent collections for their client
  • August retail sales increase by 0.6%, coming in short of expectations
    August retail results illustrate that the economic recovery is slowing. Could it be lost supplemental unemployment benefits, slipping consumer confidence, or "hangover effects" from the prior buying binge? Whatever the cause, the trend is clear.
    Jim Baird Wealth Management
    Blog September 16, 2020 1 min read
    Empty retail sales floor

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.

COVID-19: Navigate uncertainty. Find peace of mind.

Access insights