Skip to Content

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.

Client Login

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

Wealth Management News and Events image
1 min read
2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist
PLANSPONSOR names Plante Moran Financial Advisors a 2019 Retirement Plan Adviser of the Year finalist.
In The News March 12, 2019 1 min read
Plante Moran named 2018 NAPA Top DC Advisor Team
In The News January 21, 2019 1 min read
National Association of Plan Advisors honors Plante Moran staff
Justin Domber Wealth Management
In The News January 21, 2019 4 min read
SECURE Act: Planning items for individuals
David Stahl Wealth Management
Article January 16, 2020 7 min read

2020 Road Ahead
No hype. No bias. Just key economic insights from our investment research team.

Wealth Management thought leadership

  • Retailers cap solid year with 0.3% gain in December
    Retail sales increased moderately in December, as strong online retail results offset weaker mall traffic and auto sales.
    Jim Baird Wealth Management
    Blog January 16, 2020 1 min read
    Man in flower shop
  • SECURE Act: Planning items for individuals
    The SECURE Act was signed into law at the end of 2019, bringing numerous changes that impact individuals saving for retirement. See how you may be affected.
    David Stahl Wealth Management
    Article January 16, 2020 7 min read
    Woman sitting at desk looking out the window
  • Investors enjoyed strong gains in 2019, but what's next?
    History paints an optimistic picture for 2020, as strong equity performance years are typically followed by further gains.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog January 13, 2020 1 min read
    Strongest Returns Follow Gains Feature
  • 2019 was a strong year for the markets, but how good was it?
    Both stocks and bonds had strong gains in 2019, leading to the strongest return in decades for balanced investors.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog January 13, 2020 1 min read
    Strongest Returns in Over Two Decades Feature

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.

2020 Road Ahead: No hype. No bias. Just key economic insights from our investment research team.

Subscribe Now