Wealth Management

Wealth Management
What are you earning for?

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 with 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.

Business Transition Services
Plante Moran’s business transition specialists, working in conjunction with estate planning experts, tax consultants, and financial advisors, can help you develop a strategy that will open new avenues of opportunity and attain desired results for your business and family.
Estate Planning
Whether a wealth creator or a wealth inheritor, our estate planning and settlement team can help you craft a plan that will ensure your legacy continues on to people, communities, and charitable causes that mean the most to you.
Family Office
Our family office service group provides affluent families and family offices a complete range of planning, risk mitigation, and compliance services throughout the nation. Our experts tailor a custom family office solution and the flexibility to adapt to the ever-changing needs of your family.
Financial Planning
Our Plante Moran Financial Advisors’ team offers personalized investment advisory and financial planning services coupled with a sophisticated, yet intuitive, online platform — an exceptional union between technology and relationships.
Institutional Investment Consulting
Plante Moran Financial Advisors offers deep-rooted expertise and resources for institutional investors, providing investment, fiduciary, and risk management services to align with your organization’s goals. We serve as a trusted fiduciary partner to foundations, endowments, associations, religious institutions, and other not-for-profit organizations.
Insurance
In understanding the complexities, challenges and myriad of products available in the insurance industry, we have a dedicated team who offers expertise and solutions to protect you, your family, or your business.
Investment Advisory

Sophisticated and successful investment advisory and financial planning services for our Wealth Management clients are provided by Plante Moran Financial Advisors, one of the nation’s top independent registered investment advisors*.

  • *1st on the list of CPA firms ranked by assets under management — Accounting Today, June 2021. 2nd on The RIA Channel’s Top 100 Wealth Managers — RIA Channel, 2020. Ranked on the list of "The Top 100 RIA Firms" — Barron’s September 2021. Ranked on the list of "Best in State Wealth Advisors" — Forbes, February 2019.
  • Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request
Personal Tax Planning
We understand that proactive tax planning is an important part of growing and preserving your wealth. With nearly100 years of planning, preparing, and providing solutions, our experienced group of tax professionals can help manage your taxes, eliminate surprises, and optimize results.
Trust
Plante Moran Trust is a chartered trust company specializing in all areas of personal trust administration to assist you in creating continuity, ensuring family harmony, and preserving your legacy.

Find your personal CFO

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.