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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*.

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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 Top 100 RIA Firms" — Barron’s September 2020. Ranked on the list of "Best in State Wealth Advisors" — Forbes, February 2019. 1st on The RIA Channel’s Top 100 Wealth Managers — RIA Channel, January 2019

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.

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Related Events

  • 2020 Wealth Management Virtual Summit
    The 2020 Wealth Management Virtual Summit features timely expert commentary, panel discussions, and a must-see keynote address. Let’s reach new heights together.
    Event October 20, 2020 Upcoming
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Unsure how the COVID-19 crisis impacts your financial future? We can help.

Investment Advisory High Net Worth Thought Leadership

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    Choosing the right wealth management advisor involves asking hard questions about transparency and independence. Jeff Watkins and Sarah Montgomery share their top five considerations via MarketWatch.
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  • Estate planning and the 2020 election: Key considerations
    It’s likely that tax policy will top the legislative agenda in 2021, regardless of the outcome of November elections. The next several months may be the best opportunity in a while for estate planning.
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  • Alternative investment toolbox: Hedge funds

    Concern over the economy has investors looking for alternatives to diversified, long-only, and common stocks, bonds, or cash. For the right investor, hedge funds can help increase portfolio diversification and improve investment returns during bear markets. Are they for you?

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  • Rent disruptions highlight need for real estate portfolio diversification
    Disruptions in rent collections since April’s national shutdowns spotlight the importance of diversification in an investment real estate portfolio. Find out how COVID-19 has impacted each real estate property type.
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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.


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