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In understanding the complexities, challenges and myriad of products available in the insurance industry, we have a dedicated team who offers expertise and solutions to protect you, your family, or your business. 

A customized insurance strategy can achieve a range of objectives, such as adding value to your overall wealth management plan, protecting your family, or ensuring the longevity of your business.

Whether it’s reviewing current policies you have through a corporate program or helping you to integrate an insurance solution into your broader wealth management strategy, our team of insurance experts are focused on helping you find the right solution that aligns with your unique situation and long-term goals.

Going beyond the scope of insurance, we also look at your overall financial portfolio and leverage our internal wealth management team to ensure you have a comprehensive, holistic strategy designed specifically for your changing needs.

Plante Moran Insurance Agency is a member of the FINRA. Securities are offered through Valmark Securities, Inc., an unaffiliated securities broker-dealer. Member FINRA and SIPC.

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The holistic wealth viewpoint

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1 min read
January 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article January 17, 2018 1 min read
Q4 2017 Economic Perspectives
Jim Baird Wealth Management
Article January 17, 2018 1 min read
December 2017 Market Perspectives
Jim Baird Wealth Management
Article December 19, 2017 1 min read
645 Election gives trustees and executors more flexibility.
Katie Szymanski Wealth Management
Article November 28, 2017 4 min read

Wealth Management news and events

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1 min read
Plante Moran Wealth Management media highlights.
Cara Mossington Wealth Management
Article November 28, 2017 1 min read
Wealth Management hosts successful Family Financial Summit.
Cara Mossington Wealth Management
Article November 21, 2017 1 min read
Plante Moran Financial Advisors CIO media highlights
Jim Baird Wealth Management
Article October 30, 2017 1 min read
Barron's "Top 100 Independent Advisors for 2017"
Article September 26, 2017 1 min read

Tax strategies

Effective tax strategies today and tomorrow image
63 min watch
Finding the right balance: Year-end tax planning for businesses
Wondering how the potential for changes in tax law could affect year-end tax planning for your business? Join our tax experts for this webinar as they point you in the right direction.
Ryan Defer
Webinar December 07, 2017 63 min watch
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 07, 2017 62 min watch
Medical device excise tax to rise from the ashes in 2018
James Minutolo
Article November 17, 2017 2 min read


Shark Fin Charitable Lead Annuity Trust
A Charitable Lead Annuity Trust (CLAT) pays a fixed amount of the trust’s assetsto a qualified charitable organization for a specific number of years or for the life of the donor. At the end of the term, the trust’s principal is paid to the grantor,family members, or other non-charitable remainder persons.
Article October 31, 2016 1 min read
Collateral reform for reinsurers
Article July 07, 2015 5 min read
Dealing with the uncertainty of the 3Rs
Andrea Watroba
Article April 08, 2015 5 min read

Transitioning your business

Business transitions done right image
3 min read
Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read

Insurance Thought Leadership

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Our Insurance Team

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 that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, 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.