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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.

Sunset on the water
1 min read
Beltway uncertainty and what it means for the economy and investors
While the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
Jim Baird Wealth Management
Article May 25, 2017 1 min read
Image of women talking in work environment
11 minute read
June 2017 market perspectives
This month we take a closer look at the impact of financial stress on the markets.
Jim Baird Wealth Management
Article June 15, 2017 11 minute read

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 nearly 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 tens 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 achieve your goals and reach realize your dreams, in the most collaborative and transparent way.

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The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
11 minute read
June 2017 market perspectives
This month we take a closer look at the impact of financial stress on the markets.
Jim Baird Wealth Management
Article June 15, 2017 11 minute read
Reaching a plateau in your business? Reignite growth.
Tim Weed
Article June 14, 2017 7 min read
Shirtsleeves to shirtsleeves: Breaking the family business cycle
Dawn Jinsky Wealth Management
Article June 13, 2017 3 min read

Market perspectives blog

PMFA Market Perspectives image
11 minute read
June 2017 market perspectives
This month we take a closer look at the impact of financial stress on the markets.
Jim Baird Wealth Management
Article June 15, 2017 11 minute read
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
May 2017 market perspectives
Jim Baird Wealth Management
Article May 11, 2017 5 min read
Q1 GDP research notes
Blog April 28, 2017 2 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Wealth Management ranked #2 in the Grand Rapids Business Journal's “Top Area Wealth Management Firms”
Plante Moran Wealth Management is pleased to announce that we were ranked #2 in the Grand Rapids Business Journal's “Top Area Wealth Management Firms”.
Article April 14, 2017 1 min read

Wealth Management thought leadership

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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.

Wealth Management Leadership

John Lesser President of Plante Moran Financial Advisors
Bob Palmer CPA, CFP®, Wealth Management Partner