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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.

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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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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.

Let us help you gain clarity and confidence to achieve your financial goals.