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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
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
Q3 2017 Economic Perspectives
Jim Baird Wealth Management
Article October 13, 2017 1 min read
Private markets highlights from H1 2017
Mark Corombos Wealth Management
Article September 20, 2017 1 min read
September 2017 Market Perspectives
Jim Baird Wealth Management
Article September 19, 2017 12 min read

Market perspectives blog

PMFA Market Perspectives image
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
Q3 2017 Economic Perspectives
Jim Baird Wealth Management
Article October 13, 2017 1 min read
Consumer sentiment
Jim Baird Wealth Management
Blog October 03, 2017 1 min read
GDP Research Notes
Jim Baird Wealth Management
Blog September 29, 2017 1 min read

Wealth Management news and events

Wealth Management thought leadership

  • 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 Tricia Newcomb Wealth Management
    Article October 13, 2017 1 min read
    Man reading newspaper.
  • Q3 2017 Economic Perspectives
    Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
    Jim Baird Wealth Management Tricia Newcomb Wealth Management
    Article October 13, 2017 1 min read
    Woman reading newspaper.
  • Consumer sentiment
    Even as sentiment declines modestly, consumers remain upbeat about the economy.
    Jim Baird Wealth Management
    Blog October 03, 2017 1 min read
    Graph showing consumer sentiment history
  • GDP Research Notes
    GDP remains strong; eyes turn to the second half of 2017.
    Jim Baird Wealth Management
    Blog September 29, 2017 1 min read
    Chart showing GDP 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.

Wealth Management Leadership

John Lesser CFA®, CFP®, CPA, President of Plante Moran Financial Advisors
Bob Palmer CPA, CFP®, Partner, Wealth Management Practice Leader