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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

We specialize in

Investment Advisory High Net Worth Thought Leadership

  • SECURE Act: Life insurance can offer new tax benefits
    Passage of the SECURE Act means life insurance may offer new tax benefits for many individuals. Learn more about why — and how to use it as a planning tool.
    Christopher Harper Wealth Management
    Article February 18, 2020 2 min read
    Two men sitting at a table talking
  • Interest rates are low: Review your life insurance and annuities now
    A low interest rate environment and recent market volatility have caused insurance companies to reduce benefits and raise costs. What should you do — and not do — when interest rates are low? We take a look at some options for life insurance and annuities.
    Mark Meyers Wealth Management Patrick Serda Ronda Davis
    Article February 14, 2020 3 min read
    Multiple people sitting at a table looking at a tablet
  • Don’t just give — give smarter
    While the Tax Cuts and Jobs Act reduced incentives around charitable giving, changing your tax strategy can still help your favorite charity and reduce your personal tax bill. Jaime Eckels explains how via Kiplinger.
    Jaime Eckels Wealth Management
    Article February 13, 2020 1 min read
    Mother and daughter sitting at a table
  • Growing and preserving wealth: Five questions to guide you
    While everybody has different concerns when building financial plans, there are a few questions our clients ask again and again. Here’s how we address the five most common ones.
    Jacqueline Venier Wealth Management
    Article February 10, 2020 2 min read
    Professionals looking at Ipad

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.