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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

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1 min read
PMFA named a top 20 RIA firm by Financial Advisor Magazine
Of more than 500 registered investment advisor firms, Plante Moran Financial Advisors ranked 17th.
In The News August 27, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Related Events

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

Wealth Management thought leadership

  • Consumer confidence rises to 101.8 in September
    The increase in consumer confidence is consistent with other economic data: the economic recovery continues, yet work remains to erase the negative impact of a recession.
    Jim Baird Wealth Management
    Blog September 29, 2020 2 min read
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  • Weekly jobless claims hold steady
    Weekly jobless claims rose slightly to 870,000 but remain below 1 million for the fourth consecutive week.
    Jim Baird Wealth Management
    Blog September 24, 2020 1 min read
    Empty office chair by window
  • The five questions to ask before choosing a financial advisor
    Choosing the right wealth management advisor involves asking hard questions about transparency and independence. Jeff Watkins and Sarah Montgomery share their top five considerations via MarketWatch.
    Jeff Watkins Wealth Management Sara Montgomery Wealth Management
    Article September 23, 2020 5 min read
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  • Estate planning and the 2020 election: Key considerations
    It’s likely that tax policy will top the legislative agenda in 2021, regardless of the outcome of November elections. The next several months may be the best opportunity in a while for estate planning.
    Alicia Cole Wealth Management
    Article September 21, 2020 5 min read
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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.

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