Your goals
are our goals
are our goals
Wealth Management
Find peace of mind with our wealth management advisors
As wealth management advisors, our philosophy is simple: What matters to you, matters to us. 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.
When you work with us, you’ll get more than experienced wealth strategists. You’ll have independent advisors on your side focused on achieving what matters to you — even when the road to get there seems complex.
A long-term financial plan is only as strong as each of its parts. Find out how our holistic, independent advisors can help you.
Our Services
Your goals, objectives, and unique needs span far and wide. So does our expertise and experience.
Find your personal wealth management advisor
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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Insights
MORE INSIGHTSConsumer price index edged higher in November
Unemployment crept up in November despite a sharp rebound in job creation
How does the strong stock market performance in 2024 stack up to history?
Is the traditional balanced portfolio dead? We don't believe so.
The path to establishing an embedded family office
Q3 GDP growth remained solid, driven by consumer spending
Upcoming Events & Webinars
SEE ALLInvestor Insights webinar series
The latest insight and perspective on domestic and global markets, economic trends, investment strategy, and more from our Investor Insights webinar series.
Plante Moran Wealth Management Learn Lead Legacy webinar series
The Learn Lead Legacy webinar series provides holistic wealth strategies and expert insights to help give you financial peace of mind.
Awards and recognition
View all awards 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.
Let us help you gain clarity and confidence to achieve your financial goals.