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.
The holistic wealth viewpoint
Wealth Management news and events
Personal Wealth Management
Personal Wealth Management Thought Leadership
July 2017 Market PerspectivesOur latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
June 2017 Market PerspectivesThis month we take a closer look at the impact of financial stress on the markets.
Having one good CEO isn’t good enough: Here’s what to do if you want your business to lastThe 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.
Areas of Focus
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.