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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

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The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
12 min read
August 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 August 15, 2017 12 min read
Q2 2017 Economic Perspectives
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

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

Investment Advisory High Net Worth

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
The Trump Agenda after the first 100 days
Jim Baird Wealth Management
Article May 01, 2017 5 min read
The future of the estate tax: What can you do to plan now?
Alicia Cole Wealth Management
Article April 17, 2017 2 min read
Q1 2017 economic perspectives
Jim Baird Wealth Management
Article April 12, 2017 1 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

Investment Advisory High Net Worth Thought Leadership

  • 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
  • The future of the estate tax: What can you do to plan now?
    Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010.
    Alicia Cole Wealth Management
    Article April 17, 2017 2 min read
    Image of a woman looking at a map
  • Q1 2017 economic perspectives
    The U.S. economy grew by a lackluster 1.6 percent for the full year 2016 – its slowest pace since 2011. While growth in the past year was a full percentage point lower than in 2015, expectations are for a pickup in the pace of growth for 2017.
    Jim Baird Wealth Management Jim Baird Wealth Management
    Article April 12, 2017 1 min read
    Image of buildings

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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.