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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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.
1 min read
What will be the Fed's next move?
With moderating growth and low inflation, the Fed has moved closer to trimming its policy rate in the coming months.
Wealth Management news and events
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2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist
PLANSPONSOR names Plante Moran Financial Advisors a 2019 Retirement Plan Adviser of the Year finalist.
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
In The News
January 21, 2019
4 min read
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Wealth Management thought leadership
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Trade woes weigh on consumer moodConsumers are increasingly concerned about the mounting trade conflict with China, but confidence remains high by historical standards.
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Estate planning: What your family needs to know when you’re goneDoes 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.
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Weekly jobless claims decline by 6,000Employers aren’t slashing payrolls. For all of the angst around slowing job creation, jobless claims are still low and show no signs of sustained deterioration.
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What would a rate cut signal for the near-term economic outlook?The current expansion has lost some steam, but the Fed's shift toward potential easing should be viewed in context.
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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.
