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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.

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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
Accounting Today ranks PMFA #1 of the 2020 Top Firms by AUM
In Accounting Today’s 14th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked #1 out of more than 150 participating organizations.
In The News July 13, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Unsure how the COVID-19 crisis impacts your financial future? We can help.

Wealth Management thought leadership

  • Manufacturing activity increases for third consecutive month
    The manufacturing sector continued to dig itself out of its deep hole in July, lifted by a continued surge in new orders and production.
    Jim Baird Wealth Management
    Blog August 3, 2020 1 min read
    Shipping Floor
  • Q2 GDP declined by 32.9%
    The speed at which the economy shut down in March and the magnitude of the drop was breathtaking in real time. The record-shattering decline of 33% is no less shocking on the surface, its impact mitigated only because it was expected.
    Jim Baird Wealth Management
    Blog July 30, 2020 2 min read
    Woman working in office
  • Wealthy families need more than a financial succession plan: They need a process

    Wealthy families need more than a financial succession plan. Identifying and executing family goals and priorities requires a deliberate process. Sara Montgomery explains via Kiplinger.

    Sara Montgomery Wealth Management
    Article July 30, 2020 6 min read
    Two elderly people by a wooden desk using a laptop computer smiling.
  • Consumer confidence slips to 92.6 in July
    Recent increases in the cases of COVID-19 throughout the United States has impacted consumer’s optimism for the economy.
    Jim Baird Wealth Management
    Blog July 28, 2020 1 min read
    Woman looking out the window

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.

COVID-19: Navigate uncertainty. Find peace of mind.

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