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Personal Wealth Management

At Plante Moran Wealth Management, your success is our priority. With complete objectivity, unwavering loyalty, and service excellence - we treat your wealth as we would our own.

Making your Mark. Each of our lives has its peaks and valleys, its joys and sorrows. One commonality we all share is the desire for peace of mind. To help achieve this goal, Plante Moran Wealth Management offers a community of over 250 professionals who are deeply committed to your financial success and family well-being. We are guided by the Golden Rule and committed to steadfast quality and integrity, consistently placing your interests at the forefront of our practice.

We serve as trusted advisors to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. Going beyond the scope of financial services, key hallmarks of our holistic offering include interactive, confidential networking opportunities and educational programs and resources.

We are well aware that actions speak louder than words, so we invite you to contact us today and experience Plante Moran.

Up Next

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
4 minute read
Q2 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
July 2017 Market Perspectives
Jim Baird Wealth Management
Article July 17, 2017 8 min read
Power of attorney vs. trust: Which strategy is right for you?
Jonathan S. Grossman Wealth Management
Article June 27, 2017 6 min read

Wealth Management news and events

Wealth Management News and Events image
2 min read
Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 2017 2 min read

Personal Wealth Management

Q2 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
July 2017 Market Perspectives
Jim Baird Wealth Management
Article July 17, 2017 8 min read
June 2017 Market Perspectives
Jim Baird Wealth Management
Article June 15, 2017 11 min read

Tax strategies

Effective tax strategies today and tomorrow image
1 min read
Where angels fear to tread: An essay on tax legislation
Many states are finding that their governments (and voters) aren’t as divided as they are at the federal level. What will this mean going forward?
William W. Henson
Blog July 07, 2017 1 min read
Tax reform proposal vague by design?
William W. Henson
Blog May 02, 2017 1 min read
Trump Administration outlines tax plan
Michael Monaghan
Article April 28, 2017 3 min read
Border tax uncertainty highlights range of possible implications
William W. Henson
Blog April 25, 2017 2 min read

Personal Wealth Management Thought Leadership

  • Q2 2017 Economic Perspectives
    Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
    Jim Baird Wealth Management
    Article July 17, 2017 4 minute read
    Image of man pointing to computer during meeting
  • July 2017 Market Perspectives
    Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
    Jim Baird Wealth Management
    Article July 17, 2017 8 min read
    Aerial image of woman working on a computer
  • June 2017 Market Perspectives
    This month we take a closer look at the impact of financial stress on the markets.
    Jim Baird Wealth Management
    Article June 15, 2017 11 min read
    Image of women talking in work environment
  • Having one good CEO isn’t good enough: Here’s what to do if you want your business to last
    The key to seamless transitions, and organizational sustainability, is to find the best candidates (yes, plural) for leadership positions and fully prepare them, long before they assume their new roles. Here are some ideas for identifying your successors.
    Gordon Krater
    Article June 15, 2017 2 min read
    Having one good CEO isnt good enough image

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Our 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.

Contact Us

John Lesser President of Plante Moran Financial Advisors
Bob Palmer CPA, CFP®, Wealth Management Partner