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

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Unsure how the COVID-19 crisis impacts your financial future? We can help.

Investment Advisory High Net Worth Thought Leadership

  • Get to know our wealth management suite of technology
    Plante Moran Wealth Management has a robust client portal and app to help you manage all your investments in one place — no matter the custodian.
    Amber Terakedis Wealth Management
    Article July 2, 2020 2 min read
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  • Charitable planning opportunities under the CARES Act
    In addition to financial benefits for individuals and businesses, the CARES Act includes significant tax benefits to encourage charitable donations. Here’s what you need to know for your 2020 tax planning.
    Rebecca Solomon Wealth Management Dino Giannobile
    Article June 30, 2020 4 min read
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  • Michigan no-fault insurance reform brings choice and risks
    With upcoming changes to no-fault auto insurance laws in Michigan, now is the time to understand how you’ll be affected. It’s key you balance coverage with cost, weighing all the risks and benefits. Here are some ideas to consider.
    David Stahl Wealth Management
    Article June 29, 2020 2 min read
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  • Real estate due diligence: What to know before you acquire a property

    Acquiring commercial real estate is a big decision. How can you know whether you’re inheriting unknown risks with the purchase? These due diligence tasks can help give you confidence in your investment and mitigate potential risks down the road.

    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article June 22, 2020 8 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.

 

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