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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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Investment Advisory Emerging Affluent Thought Leadership

  • SECURE retirement act: Eight potential impacts
    In May 2019 the House passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. While still up for vote in the Senate, the new act has significant impacts for both individuals and plan sponsors. We breakdown eight key impacts.
    Dori Drayton Wealth Management David Stahl Wealth Management Casey Veach Wealth Management
    June 24, 2019 3 min read
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  • Being a capable investor is easier than you think

    What is a “capable” investor? And why is it so much better than being an “average” one? Here are six traits of capable investors as they work toward creating and protecting wealth.

    Ray Celaya Wealth Management
    Article June 17, 2019 6 min read
    A man and woman are talking while seated at a table.
  • The nine steps to take to make 2019 your best financial year ever
    Personal finances should be reviewed annually, yet many don’t make this part of their routine. Here are nine steps to help you review expenses, manage debt, make a budget, and set financial goals for 2019. Read more at Kiplinger.
    Jaime Eckels Wealth Management
    Article January 7, 2019 1 min read
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  • Cybersecurity for the entire family: Five surprising ways kids and adults get hacked
    Cybersecurity is a risk for children and adults alike. Learn how to protect your family from identity theft and cyberattacks at home and while traveling.
    Colin Taggart Raj Patel
    Article December 14, 2018 9 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.