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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 news and events

Wealth Management News and Events image
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.
Article September 20, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article September 18, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article August 14, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read

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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.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog April 25, 2019 1 min read
    Q1 GDP 2019
  • 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.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog April 25, 2019 1 min read
    Leading Indicators 2019
  • Three practical ways to pass down your legacy of philanthropy
    For 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.
    Dawn Jinsky Wealth Management
    Article April 24, 2019 3 min read
    A family is sitting outdoors at a table smiling and eating.
  • Planning for your older self
    Whether contemplating your diminished health or a loved one’s, the best plans recognize this inevitability. Consider these questions as you look ahead.
    Scott Carano Wealth Management
    Article April 22, 2019 4 min read
    A woman is sitting with an elderly couple as they review her laptop and paperwork in their hands.

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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.