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Investment Advisory Drive

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.

Up Next

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
4 min read
645 Election gives trustees and executors more flexibility.

Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.

Katie Szymanski Wealth Management
Article November 28, 2017 4 min read
Estate Tax Reform
Shawn P. Calabrese Wealth Management
Article November 27, 2017 1 min read
November 2017 Market Perspectives
Jim Baird Wealth Management
Article November 16, 2017 1 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read

Wealth Management news and events

Wealth Management News and Events image
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

Investment Advisory Drive

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
The Trump Agenda after the first 100 days
Jim Baird Wealth Management
Article May 01, 2017 5 min read
The future of the estate tax: What can you do to plan now?
Alicia Cole Wealth Management
Article April 17, 2017 2 min read
Q1 2017 economic perspectives
Jim Baird Wealth Management
Article April 12, 2017 1 min read

Tax strategies

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

Investment Advisory Emerging Affluent Thought Leadership

  • 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
  • The future of the estate tax: What can you do to plan now?
    Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010.
    Alicia Cole Wealth Management
    Article April 17, 2017 2 min read
    Image of a woman looking at a map
  • Q1 2017 economic perspectives
    The U.S. economy grew by a lackluster 1.6 percent for the full year 2016 – its slowest pace since 2011. While growth in the past year was a full percentage point lower than in 2015, expectations are for a pickup in the pace of growth for 2017.
    Jim Baird Wealth Management
    Article April 12, 2017 1 min read
    Image of buildings

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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.