Boston skyline.

Plante Moran in Boston

Rooted in Greater Boston: Built for how business grows across the New England Region.

Organizations across the country have counted on Plante Moran for more than a century. Over the last 50 years, we’ve partnered with a wide range of organizations and individuals in Massachusetts, New Hampshire, Maine, Vermont, Rhode Island, and Connecticut. Through our core offerings, tax, audit, consulting, and wealth management, we provide knowledgeable guidance, assurance, and support for both business and personal goals. We provide exceptional expertise in key industries that drive the region, including construction, manufacturing and distribution, nonprofits and independent private schools, technology and life sciences, and transportation. Our growing local teams in Wakefield, Mass., deliver seamless service, trusted relationships, and practical, personal expertise.

Total staff
4,000+
Including 1,300+ CPAs.
Locations worldwide
25
Roots in Boston.
Of clients
95%
Would recommend us.
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Wealthy looks different for everyone. Maybe it’s opening an ice cream shop, starting a dog rescue, or owning a second home with no neighbors for miles. But no matter what your vision is, it’s personal to you — and it takes a personal approach to help you realize it.

Plante Moran Wealth Management takes a personal approach to understand what “wealthy” means to you, and builds a plan designed around your definition — one that can help you live more richly today while building long-term wealth. Whether creating an investment strategy, defining an estate plan, or preparing for retirement, they focus on goals-based planning to help ensure all aspects of your financial life work in harmony.

Ready for a more personal approach to wealth management? See how Plante Moran Wealth Management can help you define and realize your financial goals.

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