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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 news and events

Wealth Management News and Events image
1 min read
John Lesser named one of Barron's "Top 100 Independent Financial Advisors"
Congratulations to our own John Lesser who was named to Barron’s list of America’s “Top 100 Independent Financial Advisors” for the 12th consecutive year. Read more on Barron’s.
Article September 20, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article September 18, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article August 14, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read

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Wealth Management thought leadership

  • Retail sales surge in March
    After a tepid stretch that started late last year, consumers opened up their wallets in March, and retailers were the beneficiaries.
    Jim Baird Wealth Management
    Blog April 18, 2019 1 min read
    Man in flower shop
  • Is the yield curve flashing a warning signal?
    After briefly inverting, the spread between the three-month and 10-year Treasury yields is back in positive territory.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog April 11, 2019 1 min read
    Yield Chart Feature Image
  • Why not de-risk late in the cycle?
    Attempting to de-risk ahead of a recession can have significant downside. In short, “being early” can look a lot like “being wrong.”
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog April 11, 2019 1 min read
    De-Risking Feature Final
  • Rising gas prices nudged CPI up to 1.9% in March
    In the tenth year of expansion, for a growing economy with a tight labor market, fairly stable measures of inflation around 2% are about as good as it gets.
    Jim Baird Wealth Management
    Blog April 10, 2019 2 min read
    Man sitting in empty conference room

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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.