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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

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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

  • Five steps to ease succession planning at construction firms
    For many construction company owners, selling the business and managing retirement wealth aren't part of their business planning — but they should be. Here are five considerations for succession planning. Read more at Modern Contractor Solutions
    Shane Brown
    Article March 25, 2019 1 min read
    Construction worker looking at a construction site
  • Manufacturing slips in February; consumer sentiment rises
    Manufacturing output declined again in February as the economy cooled. Still, the consumer mood rebounded in March, particularly among lower-income households.
    Jim Baird Wealth Management
    Blog March 15, 2019 2 min read
    Man in flower shop
  • Are interest rates at risk of choking off growth?
    The real fed funds rate only recently moved near positive territory, after remaining below zero for several years. History suggests that the onset of recession is unlikely with real rates still this low.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog March 14, 2019 1 min read
    Fed Funds Feature Image
  • Should investors be concerned about inflation?
    While high and volatile inflation has been a problem in the past, the last few decades of low and stable inflation has been positive for the economy, and for investors planning for their financial future.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog March 14, 2019 1 min read
    Inflation Chart Feature Image

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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.