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

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Investment Advisory High Net Worth Thought Leadership

Family philanthropy: Strengthen your bond, pass on your values

Philanthropy can help build great family relationships and pass on skills, passion, and values to the next generation, no matter their age. Here’s how to get started.

Sara Montgomery Wealth Management

Article August 6, 2020 3 min read
Wealthy families need more than a financial succession plan: They need a process

Wealthy families need more than a financial succession plan. Identifying and executing family goals and priorities requires a deliberate process. Sara Montgomery explains via Kiplinger.

Sara Montgomery Wealth Management

Article July 30, 2020 6 min read
Are annuities a good choice for you?

While annuities are a somewhat controversial financial product, they may be a useful tool in certain circumstances. Here are a few considerations to help you assess if they’re right for you.

Christopher Harper Wealth Management Patrick Serda

Article July 24, 2020 2 min read
Helping kids understand finances: Activities and conversations for any age
The sooner you can teach your kids about money, the better they’ll handle their finances. Here’s how to lay the foundation for a healthy relationship with money.

Sara Montgomery Wealth Management

Article July 20, 2020 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.