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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
45 min watch
2021 Wealth Management Virtual Summit

The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

Jim Baird Wealth Management
Webinar Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT 45 min watch Upcoming
2021 Executive Forum: Clarity and confidence, no matter what’s next
Jim Proppe
Webinar September 22, 2021 3 hour watch Upcoming
Alternative investments: Seeking returns in a yield-starved world
Jim Baird Wealth Management
Webinar Aug. 26, 2021 45 min watch

Related Events

  • 2021 Executive Forum: Clarity and confidence, no matter what’s next

    Join executives from across the nation for a two-day virtual experience featuring a panel conversation with prominent C-suite and government leaders, an economic update, and a keynote from disruptive innovator and founding partner of Detroit Venture Partners, Josh Linkner.

    Jim Proppe Jason Drake Laura Claeys Jim Baird Wealth Management
    Webinar September 22, 2021 3 hour watch Upcoming
    Two people walking on stones in water.
  • 2021 Wealth Management Virtual Summit

    The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

    Jim Baird Wealth Management
    Webinar Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT 45 min watch Upcoming
    Hiker standing on a mountain looking at a sunset.

Wealth Management thought leadership

  • Retail sales beat expectations, rising moderately in August
    The August retail sales report might have been a nice surprise, but it comes with a notable asterisk. Retailers benefited from an unexpected pickup in sales, but much of that gain was explained by negative revisions to July sales data.
    Jim Baird Wealth Management
    Blog September 16, 2021 2 min read
    Clothing rack filled with clothes
  • How does the buildup of unused cash affect the near-term outlook for consumers?
    Over the past year, consumers have tripled their cash balances, which should help to support both equity markets and economic growth in the months ahead.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management
    Blog September 16, 2021 1 min read
    People sitting in a restaurant
  • Could equities be due for a pullback?
    While an uptick in volatility at some point is inevitable, following an unusually long period without a market pullback, it’s not likely to mark the end of the bull market.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management
    Blog September 16, 2021 1 min read
    Hands holding an tablet looking at data
  • Consumer prices rose in August, but pace of inflation may be peaking
    Consumers felt the impact of rising prices in August, but growing evidence that the pace of price increases may be topping out should provide some relief. However, inflation gauges aren’t likely to return to the pre-pandemic norm anytime soon.
    Jim Baird Wealth Management
    Blog September 14, 2021 2 min read
    Woman standing in store looking at price tag on skirt

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.

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