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.
The holistic wealth viewpoint
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.
Wealth Management news and events
Investment Advisory Drive
Investment Advisory Emerging Affluent Thought Leadership
Beltway uncertainty and what it means for the economy and investorsWhile 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.
The Trump Agenda after the first 100 daysWhile 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.
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.
Q1 2017 economic perspectivesThe 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.
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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.