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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.

We specialize in

Investment Advisory Emerging Affluent Thought Leadership

  • 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.
    Christopher Harper Wealth Management
    Article February 18, 2020 2 min read
    Two men sitting at a table talking
  • 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.
    Jaime Eckels Wealth Management
    Article February 13, 2020 1 min read
    Mother and daughter sitting at a table
  • Growing and preserving wealth: Five questions to guide you
    While everybody has different concerns when building financial plans, there are a few questions our clients ask again and again. Here’s how we address the five most common ones.
    Jacqueline Venier Wealth Management
    Article February 10, 2020 2 min read
    Professionals looking at Ipad
  • SECURE Act: Planning items for individuals
    The SECURE Act was signed into law at the end of 2019, bringing numerous changes that impact individuals saving for retirement. See how you may be affected.
    David Stahl Wealth Management
    Article January 16, 2020 7 min read
    Woman sitting at desk looking out the window

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.