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

We specialize in

Family Office Services

Investment Advisory High Net Worth Thought Leadership

John Lesser named to the Forbes Best-In-State Financial Advisors list
Congratulations to John Lesser for being named to the Forbes Best-In-State Financial Advisors list. Read more at Forbes.

John Lesser Wealth Management

In The News November 20, 2019 1 min read
John Lesser named to Barron’s Advisor Hall of Fame
Congratulations to John Lesser who was named to Barron’s Advisor Hall of Fame. Read more at Barron’s.

John Lesser Wealth Management

In The News November 5, 2019 1 min read
Stay the course: The importance of creating and honoring investment guidelines
Investors take note: A well-balanced policy can help you avoid emotional decisions and steer you toward investment success

Mark Dixon Wealth Management

Article October 15, 2019 4 min read
A framework for philanthropy: Giving back starts with a plan
Your philanthropy can be more impactful with one simple step. No, it’s not a mission statement; it’s a giving plan — a simple philanthropic framework to guide your generosity.

Sara Montgomery Wealth Management

Article September 4, 2019 2 min read

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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.