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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.

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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The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
Market Perspectives Update
Timely updates for market activity and investment commentary from the Investment Research team.
Jim Baird Wealth Management
Blog May 23, 2018 1 min read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Market Perspectives
Jim Baird Wealth Management
Article May 14, 2018 1 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Wealth Management Media Highlights

Noteworthy news over the past month.

Cara Mossington Wealth Management
Article April 27, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article April 05, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article February 27, 2018 1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read

Investment Advisory: Affluent and Emerging Affluent

Estate planning checklist: Getting started
Estate planning, wills, and trusts aren’t only for the "super wealthy" or those with complicated finances. Consider these estate planning tips that will have you better prepared for any crisis.
Ryan Linenger Wealth Management
Article February 27, 2018 5 min read
Tax reform considerations for individuals
Kurt Piwko
Video February 06, 2018 5 min watch
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
The Trump Agenda after the first 100 days
Jim Baird Wealth Management
Article May 01, 2017 5 min read

Tax strategies

Effective tax strategies today and tomorrow image
5 min read
How tax reform may affect the value of your company: It’s complicated

Middle-market companies are concerned about how the new tax reform legislation may affect valuations. Here is a summary of the changes that will have the biggest impact.

Richard L. Lies, III
Article March 19, 2018 5 min read
Tax reform implications for M&A transactions
Michael Monaghan
Article March 19, 2018 6 min read
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 07, 2017 62 min watch
Finding the right balance: Year-end tax planning for businesses
Ryan Defer
Webinar December 07, 2017 63 min watch

Investment Advisory Emerging Affluent Thought Leadership

  • Estate planning checklist: Getting started
    Estate planning, wills, and trusts aren’t only for the "super wealthy" or those with complicated finances. Consider these estate planning tips that will have you better prepared for any crisis.
    Ryan Linenger Wealth Management Amber Terakedis Wealth Management Rachelle Roberts
    Article February 27, 2018 5 min read
    Woman with notepad and calculator
  • Tax reform considerations for individuals
    When it comes to tax reform, what should you focus on, personally? Watch this video to find out.
    Kurt Piwko Stephen Eckert
    Video February 06, 2018 5 min watch
    Tax reform for individuals
  • Beltway uncertainty and what it means for the economy and investors
    While the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
    Jim Baird Wealth Management
    Article May 25, 2017 1 min read
    Sunset on the water
  • The Trump Agenda after the first 100 days
    While it is an arbitrary measuring stick, the first 100 days of a Presidential administration has often been viewed as an early gauge of the potential effectiveness and priorities of that administration.
    Jim Baird Wealth Management
    Article May 01, 2017 5 min read
    Image of person holding two american flags

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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.