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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*.

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.

*5th on Forbes' list of top 100 wealth management firms by 10 year growth - Forbes, November 2016. Ranked on the list of “Top 100 Independent Financial Advisors of 2016” - Barron’s, August 2016

We specialize In...

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The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
March 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Blog April 09, 2018 1 min read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
Working with a professional trustee: Six myths busted
Anthony Belloli Wealth Management
Article February 28, 2018 5 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article April 05, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article February 27, 2018 1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read
Plante Moran Wealth Management media highlights
Cara Mossington Wealth Management
Article January 23, 2018 1 min read

Investment Advisory High Net Worth

Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
Tax reform considerations for individuals
Kurt Piwko
Video February 06, 2018 5 min watch
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
The Trump Agenda after the first 100 days
Jim Baird Wealth Management
Article May 01, 2017 5 min read

Tax strategies

Effective tax strategies today and tomorrow image
5 min read
How tax reform may affect the value of your company: It’s complicated

Middle-market companies are concerned about how the new tax reform legislation may affect valuations. Here is a summary of the changes that will have the biggest impact.

Richard L. Lies, III
Article March 19, 2018 5 min read
Tax reform implications for M&A transactions
Michael Monaghan
Article March 19, 2018 6 min read
Finding the right balance: Year-end tax planning for businesses
Ryan Defer
Webinar December 07, 2017 63 min watch
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 07, 2017 62 min watch

Investment Advisory High Net Worth Thought Leadership

  • Tax reform still allows 1031 exchanges to defer gains on real estate sales

    Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

    Ben Smith Plante Moran REIA
    Article March 09, 2018 5 min read
    Capitol Building Seen Through Columns of the Unites States Supreme Court Building
  • Tax reform considerations for individuals
    When it comes to tax reform, what should you focus on, personally? Watch this video to find out.
    Kurt Piwko Stephen Eckert
    Video February 06, 2018 5 min watch
    Tax reform for individuals
  • Beltway uncertainty and what it means for the economy and investors
    While the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
    Jim Baird Wealth Management
    Article May 25, 2017 1 min read
    Sunset on the water
  • The Trump Agenda after the first 100 days
    While it is an arbitrary measuring stick, the first 100 days of a Presidential administration has often been viewed as an early gauge of the potential effectiveness and priorities of that administration.
    Jim Baird Wealth Management
    Article May 01, 2017 5 min read
    Image of person holding two american flags

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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.