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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.

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Wealth Management news and events

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1 min read
2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist
PLANSPONSOR names Plante Moran Financial Advisors a 2019 Retirement Plan Adviser of the Year finalist.
In The News March 12, 2019 1 min read
Plante Moran named 2018 NAPA Top DC Advisor Team
In The News January 21, 2019 1 min read
National Association of Plan Advisors honors Plante Moran staff
Justin Domber Wealth Management
In The News January 21, 2019 4 min read

Wealth Management thought leadership

  • Tariffs, Fed rate cut weighing on consumer mood
    Consumer sentiment dipped sharply last month. Confidence measures remain elevated, but rising uncertainty in the outlook is taking a toll.
    Jim Baird Wealth Management
    Blog August 16, 2019 1 min read
    Man in flower shop
  • Retail sales increased sharply in July doubling expectations
    Economic growth has slowed in recent months, but strong retail sales result in July provides some reassurance.
    Jim Baird Wealth Management
    Blog August 15, 2019 1 min read
    Man in flower shop
  • Core inflation accelerated in July
    Despite slowing growth, inflation picked up unexpectedly last month, complicating the Fed’s policy options and muddying the rate outlook.
    Jim Baird Wealth Management
    Blog August 13, 2019 1 min read
    Man in conference room
  • What impact will lower yields have on my bond portfolio?
    Falling yields have been a strong tailwind to bond performance this year, but investors should temper their expectations for future returns.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Paul Olmsted Wealth Management
    Blog August 13, 2019 1 min read
    Yield Ranges  Feature

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.