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.
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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.
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Inflation edges higher on rising gas prices
The increase in the CPI last month reflected a rise in gas prices, but inflation remains well anchored.
Wealth Management news and events
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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
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September 18, 2018
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Plante Moran Wealth Management Media Highlights
Article
August 14, 2018
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Plante Moran Wealth Management Media Highlights
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July 19, 2018
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59th Annual Probate & Estate Planning Institute, PlymouthPlante Moran is proud to present at and sponsor the 59th Annual Probate & Estate Planning Institute in Plymouth, Mich.
Wealth Management thought leadership
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Would China retaliate by selling its U.S. Treasury holdings?China could leverage its position as the largest foreign holder and purchaser of U.S. government debt, but it would come at a price.
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How do negative global yields affect US bond investors?As the amount of negative yielding global bonds grows, the upside for longer-term U.S. Treasury yields may be limited.
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Power of attorney vs. trust: Which strategy is right for you?
While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.
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Inflation edges higher on rising gas pricesThe increase in the CPI last month reflected a rise in gas prices, but inflation remains well anchored.
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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.
