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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.

Family outside at a table with woman serving bread.

2 min read

Estate planning: What your family needs to know when you’re gone

Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.

Cheri Stein Wealth Management

Article June 21, 2019 2 min read

1 min read

Will the slowdown in manufacturing spill over into the broad economy?

While the manufacturing sector recently slipped into contractionary territory, it isn’t the first time it’s occurred in this expansion.

Jim Baird Wealth Management

Blog September 19, 2019 1 min read

Client Login

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.

Wealth Management news and events

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

401(k) plans boost company match due to tax reform, labor market

In The News February 1, 2019 3 minute 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

We specialize in

Automotive Construction Family Office Services Healthcare Manufacturing Not-for-Profit Private Equity Real Estate

Wealth Management thought leadership

Can consumers continue to do the heavy lifting for the economy?
Despite headwinds in trade, manufacturing, and business investment, the consumer sector remains quite healthy.

Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management

Blog September 19, 2019 1 min read
Will the slowdown in manufacturing spill over into the broad economy?
While the manufacturing sector recently slipped into contractionary territory, it isn’t the first time it’s occurred in this expansion.

Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management

Blog September 19, 2019 1 min read
Fed cuts by another quarter point
To the surprise of no one, the Federal Reserve announced another quarter-point reduction in its benchmark funds rate. What’s next?

Jim Baird Wealth Management

Blog September 19, 2019 2 min read
Retail sales grew 0.4% in August, topping forecasts
Even as the economy has slowed this year, consumers have remained a relative bright spot….still confident and, importantly, still spending.

Jim Baird Wealth Management

Blog September 13, 2019 1 min read

View All Wealth Management Thought Leadership

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.