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Your goals

are our goals
are our goals

Wealth Management

What matters to you, matters to us

Financial stability and confidence in decision-making aren’t the only aspects of peace of mind. Goals evolve over time and as your wealth grows, so do your needs. So, how do you know you’re in the best of hands? When you work not just with experienced wealth strategists but independent advisors who focus on achieving what matters to you — even when the road to get there seems complex.

From customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, and estate and trust planning, our team is here to provide you with the measured perspective you need to build a resilient wealth strategy and the human touch to treat your goals as our own.

A long-term financial plan is only as strong as each of its parts. Find out how our holistic, independent advisors can help you.

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Our Services

Your goals, objectives, and unique needs span far and wide. So does our expertise and experience.

Awards and recognition

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The recognition we’ve received wouldn’t be possible without the loyalty and support of our clients. Assisting in their success is our greatest reward. View award disclosures.

Find your personal CFO

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 earning that level of trust requires a very personal, customized, and consistent service approach.
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Let us help you gain clarity and confidence to achieve your financial goals.


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