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Investment Advisory: High Net Worth

Sophisticated and successful investment advisory and financial planning services for our Wealth Management clients are provided by Plante Moran Financial Advisors, one of the nation’s top independent registered investment advisors*.

As one of the largest registered investment advisors in the nation*, we are known for helping high net worth and ultra-high net worth individuals and families manage, grow, and preserve their wealth.  Our dedicated team of advisors specialize in providing investment solutions that are designed to help you have peace of mind in your financial future. We have no banking, investment management, or financial products to sell, which allows us to be completely objective and transparent, ensuring our team provides conflict-free, client-first solutions for long-term wealth preservation and growth. 

We act as your personal Chief Financial Officer and look at every aspect of your balance sheet. By understanding your priorities, assets, liabilities and tax situations, we are able to deliver an advocacy focused, holistic wealth solution. Working side-by-side with our internal tax, trust, and estate colleagues and/or with your current financial team, we will develop a comprehensive strategy that empowers you to define and achieve your goals and preserve your legacy.

*Ranked on the list of “The 100 Top Independent Financial Advisors of 2018” – Barron’s September 2018. Ranked on the list of “Best in State Wealth Advisors” – Forbes, February 2018

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Investment Advisory High Net Worth Thought Leadership

  • Estate planning: What your family needs to know when you’re gone
    Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
    Cheri Stein Wealth Management
    Article June 21, 2019 2 min read
    Family outside at a table with woman serving bread.
  • 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.
  • Power of attorney vs. trust: Which strategy is right for you?

    While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

    Jonathan S. Grossman Wealth Management
    Article May 21, 2019 6 min read
    Image of diverting arrows on road
  • Three practical ways to pass down your legacy of philanthropy
    For many high-net-worth families, philanthropy is an important part of their legacy. However, involving the next generation can come with challenges. To successfully involve your children in family philanthropy, consider these ideas.
    Dawn Jinsky Wealth Management
    Article April 24, 2019 3 min read
    A family is sitting outdoors at a table smiling and eating.

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Our Investment Advisory 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.