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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.

Up Next

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
March 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Blog April 09, 2018 1 min read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
Working with a professional trustee: Six myths busted
Anthony Belloli Wealth Management
Article February 28, 2018 5 min read

Market perspectives blog

PMFA Market Perspectives image
1 min read
March retail sales research notes

Retailers bounce back on strong March auto sales.

Jim Baird Wealth Management
Blog April 16, 2018 1 min read
Consumer sentiment
Jim Baird Wealth Management
Blog April 13, 2018 1 min read
Jobless claims - Week of 4-9-18
Jim Baird Wealth Management
Blog April 12, 2018 1 min read
March 2018 Consumer Price Index
Jim Baird Wealth Management
Blog April 11, 2018 2 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 April 05, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article February 27, 2018 1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read
Plante Moran Wealth Management media highlights
Cara Mossington Wealth Management
Article January 23, 2018 1 min read

Wealth Management thought leadership

  • April 2018 Economic Perspectives
    Our latest Economic Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
    Jim Baird Wealth Management Tricia Newcomb Wealth Management
    Article April 19, 2018 1 min read
    Plante Moran Economic Perspectives businessman walking in front of graphs on screen
  • April 2018 Market Perspectives
    Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
    Jim Baird Wealth Management Tricia Newcomb Wealth Management
    Article April 19, 2018 1 min read
    Plante Moran Market Perspectives - Three business people discuss graphs on screen in meeting room
  • March retail sales research notes

    Retailers bounce back on strong March auto sales.

    Jim Baird Wealth Management
    Blog April 16, 2018 1 min read
    Hand with sylus scrolling throgh data on a tablet device.
  • Consumer sentiment
    Sentiment may have dipped this month, but consumers remain an upbeat lot.
    Jim Baird Wealth Management
    Blog April 13, 2018 1 min read
    Hand with sylus scrolling throgh data on a tablet device.

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.