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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 achieve your goals and reach realize your dreams, in the most collaborative and transparent way.

Up Next

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
Q4 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article January 17, 2018 1 min read
January 2018 Market Perspectives
Jim Baird Wealth Management
Article January 17, 2018 1 min read
December 2017 Market Perspectives
Jim Baird Wealth Management
Article December 19, 2017 1 min read
645 Election gives trustees and executors more flexibility.
Katie Szymanski Wealth Management
Article November 28, 2017 4 min read

Market perspectives blog

PMFA Market Perspectives image
2 min read
January employment situation

Jobless rate holds at 4.1%; hourly earnings growth hits 2.9%.

Jim Baird Wealth Management
Blog February 02, 2018 2 min read
Jobless claims - Week of 1-20-18
Jim Baird Wealth Management
Blog February 01, 2018 1 min read
January 2018 Consumer Confidence
Jim Baird Wealth Management
Blog January 31, 2018 1 min read
GDP Research Notes
Jim Baird Wealth Management
Blog January 26, 2018 2 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read
Plante Moran Wealth Management media highlights
Cara Mossington Wealth Management
Article January 23, 2018 1 min read
Plante Moran Wealth Management media highlights.
Cara Mossington Wealth Management
Article November 28, 2017 1 min read
Wealth Management hosts successful Family Financial Summit.
Cara Mossington Wealth Management
Article November 21, 2017 1 min read

Wealth Management thought leadership

  • February 2018 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 February 16, 2018 10 min read
  • January 2018 CPI
    Consumer Price Index rises 0.5% in January; retail sales decline by 0.3%
    Jim Baird Wealth Management
    Blog February 14, 2018 2 min read
    Hand with sylus scrolling throgh data on a tablet device.
  • PMFA special commentary: "Until it returns..."
    Equity markets turn volatile, but our overall outlook hasn’t changed.
    Jim Baird Wealth Management
    Article February 06, 2018 1 min read
  • January employment situation

    Jobless rate holds at 4.1%; hourly earnings growth hits 2.9%.

    Jim Baird Wealth Management
    Blog February 02, 2018 2 min read
    Graph of nonfarm payrolls & unemployment rate - history

Up Next

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.