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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

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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

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Wealth Management thought leadership

  • Estate planning: What your family needs to know when you’re gone
    Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
    Cheri Stein Wealth Management
    Article June 21, 2019 2 min read
    Family outside at a table with woman serving bread.
  • Weekly jobless claims decline by 6,000
    Employers aren’t slashing payrolls. For all of the angst around slowing job creation, jobless claims are still low and show no signs of sustained deterioration.
    Jim Baird Wealth Management
    Blog June 20, 2019 1 min read
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  • What would a rate cut signal for the near-term economic outlook?
    The current expansion has lost some steam, but the Fed's shift toward potential easing should be viewed in context.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog June 20, 2019 1 min read
    Interest Rates not Restrictive Feature
  • What will be the Fed's next move?
    With moderating growth and low inflation, the Fed has moved closer to trimming its policy rate in the coming months.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog June 20, 2019 1 min read
    Fed Move Chart Feature

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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.