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.
4 min read
645 Election gives trustees and executors more flexibility.
Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.
1 min read
Retail sales surge in March
After a tepid stretch that started late last year, consumers opened up their wallets in March, and retailers were the beneficiaries.
Wealth Management news and events
1 min read
John Lesser named one of Barron's "Top 100 Independent Financial Advisors"
Congratulations to our own John Lesser who was named to Barron’s list of America’s “Top 100 Independent Financial Advisors” for the 12th consecutive year. Read more on Barron’s.
Plante Moran Wealth Management Media Highlights
Article
September 18, 2018
1 min read
Plante Moran Wealth Management Media Highlights
Article
August 14, 2018
1 min read
Plante Moran Wealth Management Media Highlights
Article
July 19, 2018
1 min read
We specialize In...
Up Next
Wealth Management thought leadership
-
Should a weak GDP report be worrisome?Investors will be closely watching the Q1 GDP release on April 26 for any sign of economic weakness. However, a soft reading shouldn’t be a red flag.
-
Is a pickup in global growth on the horizon?A slowdown in global growth has some wondering if a recession is looming. However, leading indicators may be pointing to a rebound in economic growth.
-
Three practical ways to pass down your legacy of philanthropyFor many high-net-worth families, philanthropy is an important part of their legacy. However, involving the next generation can come with challenges. To successfully involve your children in family philanthropy, consider these ideas.
-
Planning for your older selfWhether contemplating your diminished health or a loved one’s, the best plans recognize this inevitability. Consider these questions as you look ahead.
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.
