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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.

A couple looking out at the water.
3 min read
Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read
Man reading newspaper.
1 min read
October 2017 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
Article October 13, 2017 1 min read

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.

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The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
November 2017 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
Article November 16, 2017 1 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read
October 2017 Market Perspectives
Jim Baird Wealth Management
Article October 13, 2017 1 min read
Q3 2017 Economic Perspectives
Jim Baird Wealth Management
Article October 13, 2017 1 min read

Market perspectives blog

PMFA Market Perspectives image
1 min read
November 2017 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
Article November 16, 2017 1 min read
October retail sales research notes
Jim Baird Wealth Management
Blog November 15, 2017 1 min read
Jobless claims - Week of 11-4-17
Jim Baird Wealth Management
Blog November 10, 2017 1 min read
October employment situation
Jim Baird Wealth Management
Blog November 06, 2017 1 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Financial Advisors CIO media highlights
Jim Baird Wealth Management
Article October 30, 2017 1 min read
Barron's "Top 100 Independent Advisors for 2017"
Article September 26, 2017 1 min read
Plante Moran Wealth Management Celebrates 40 Years
Cara Mossington Wealth Management
Article September 25, 2017 2 min read

Wealth Management thought leadership

  • November 2017 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 November 16, 2017 1 min read
    Image of man pointing to computer during meeting
  • October retail sales research notes

    Retail sales rise 0.2% in October; CPI up 2% year-over-year.

    Jim Baird Wealth Management
    Blog November 15, 2017 1 min read
    Line graph showing the retails sales for October 2017 vs. October 2016
  • Jobless claims - Week of 11-4-17

    Jobless claims rise to 239,000, four-week average remains at 40-year low.

    Jim Baird Wealth Management
    Blog November 10, 2017 1 min read
    Line Graph to illustrate History of Jobless Claims.
  • October employment situation

    Job creation rebounds sharply; unemployment rate falls to 4.1%.

    Jim Baird Wealth Management
    Blog November 06, 2017 1 min read
    Bar graph showing Nonfarm Payrolls and Unemployment Rate History

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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.