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Investment Advisory: Affluent and Emerging Affluent

Our Plante Moran Financial Advisors' Drive team offers personalized investment advisory and financial planning services coupled with a sophisticated, yet intuitive, online platform - an exceptional union between technology and relationships.
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As part of Plante Moran Financial Advisors, one of the nation’s top independent advisory firms*, Drive is specifically designed for emerging affluent and affluent clients who value financial clarity and simplicity amidst their busy lives, and want a dedicated financial advisor who knows their personal situation and can help guide them towards their financial goals.

At the onset of each relationship, time is spent gaining a deep understanding of your balance sheet, current needs, and long-term financial goals. Once the initial financial plan and investment portfolio are in place, our robust technology platform provides easily accessible and up-to date financial information that allows you to monitor progress toward your goals in a visual and dynamic way. To further keep you informed, we offer industry-leading market insights and topical articles on subjects related to overall wealth management and well-being.

*5th on Forbes' list of top 100 wealth management firms by 10 year growth - Forbes, November 2016. Ranked on the list of “Top 100 Independent Financial Advisors of 2016” - Barron’s, August 2016.

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Related Events

  • Wealth Management Pinnacle virtual series: Economic commentary and planning opportunities

    The spread of COVID-19, increased market volatility, and new legislation have introduced factors that could impact your financial plan. Wondering how to navigate in these times? Join our webinar to learn more.

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    Webinar April 10, 2020 | 1:00 - 2:00 p.m. EDT 60 min watch Upcoming
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Investment Advisory Emerging Affluent Thought Leadership

  • SECURE Act: Inherited retirement accounts and the impact on your estate plan
    The SECURE Act changes the rules on retirement accounts. Here’s how it’ll affect inherited retirement accounts, taxes, and your estate plan.
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  • SECURE Act’s lifetime income provisions add clarity and flexibility
    The new law improves disclosures, increases employee portability, and enhances employer protections for annuities and other lifetime income offerings. Here are the highlights for plan sponsors.
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  • SECURE Act: Life insurance can offer new tax benefits
    Passage of the SECURE Act means life insurance may offer new tax benefits for many individuals. Learn more about why — and how to use it as a planning tool.
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  • Don’t just give — give smarter
    While the Tax Cuts and Jobs Act reduced incentives around charitable giving, changing your tax strategy can still help your favorite charity and reduce your personal tax bill. Jaime Eckels explains how via Kiplinger.
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    Article February 13, 2020 1 min read
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Our DRIVE 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.