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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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Investment Advisory High Net Worth Thought Leadership

  • Plante Moran Financial Advisors named one of Barron’s 2020 Top RIA Firms
    Under the esteemed direction of John Lesser and Bob Palmer, PMFA was recognized as one of Barron’s 2020 100 Top RIA Firms.
    In The News October 23, 2020 1 min read
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  • Buying life insurance? Put the horse before the cart
    Every day, Americans are sold life insurance coverage that’s either unnecessary or unsuitable to their needs. Why? Products are picked based on hypothetical formulas instead of the client’s actual needs. Here’s how an objective third party can help.
    Steven J. Gibson Wealth Management Jaime Eckels Wealth Management
    Article October 20, 2020 4 min read
    A man, woman, and child playing in a yard
  • Five critical steps for business owners approaching a sale
    Selling your business is the culmination of a lifetime of work. It can be a stressful and emotionally charged undertaking that involves dozens of decisions affecting family, loyal staff, and you. To ensure the process runs smoothly, consider these five steps.
    David Stahl Wealth Management
    Article October 20, 2020 8 min read
    Man sitting at a desk, talking on a phone
  • Charitable giving with a charitable lead annuity trust

    An extraordinarily low Section 7520 rate makes now an opportune time for giving through a charitable lead annuity trust. Learn how grantor and nongrantor CLATs can achieve charitable goals while offering income tax or estate and gift tax benefits.

    Rebecca Solomon Wealth Management Dino Giannobile
    Article October 7, 2020 5 min read
    Elderly couple sitting at a dinner table talking.

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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