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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

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

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

  • Market perspectives
    Our latest Market perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
    Jim Baird Wealth Management Tricia Newcomb Wealth Management
    Article December 7, 2018 4 min read
    Plante Moran Market Perspectives - Three business people discuss graphs on screen in meeting room
  • Job creation slows, but unemployment holds steady in November
    The pace of job creation slowed in November, but was sufficient to hold the jobless rate steady at 3.7%.
    Jim Baird Wealth Management
    Blog December 7, 2018 1 min read
    Help wanted sign in window
  • PMFA Special Market Commentary: Equities under pressure
    Equity markets are currently experiencing some volatility. Plante Moran Financial Advisors’ Chief Investment Officer Jim Baird provides context on impacting factors and our view on long term strategies.
    Jim Baird Wealth Management
    Video December 6, 2018 3 min watch
    Hand with sylus scrolling throgh data on a tablet device.
  • Will weakness in housing cause the Fed to blink?
    Higher rates have begun to affect both housing and auto sales, a development that may give the Fed reason for pause in 2019.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog November 29, 2018 1 min read
    Home Sales 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.