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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.

*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...

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The holistic wealth viewpoint

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Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article May 29, 2018 4 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read

Wealth Management news and events

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1 min read
Plante Moran Wealth Management Media Highlights
Noteworthy news over the past month.
John Lesser Wealth Management
Article August 14, 2018 1 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read
Plante Moran Wealth Management Media Highlights
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Article June 20, 2018 1 min read

Investment Advisory High Net Worth

Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article May 29, 2018 4 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Ben Smith Plante Moran REIA
Article March 9, 2018 5 min read
Tax reform considerations for individuals
Kurt Piwko
Video February 6, 2018 5 min watch
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read

Tax strategies

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6 min read
Tax reform implications for M&A transactions

TCJA provisions will affect many aspects of M&A transactions, including choice of entity, valuation, due diligence, and a variety of transactional tax considerations.

Michael Monaghan
Article March 19, 2018 6 min read
How tax reform may affect the value of your company: It’s complicated
Richard L. Lies, III
Article March 19, 2018 5 min read
Finding the right balance: Year-end tax planning for businesses
Ryan Defer
Webinar December 7, 2017 63 min watch
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 7, 2017 62 min watch

Investment Advisory High Net Worth Thought Leadership

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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.