Personal Tax Planning

Our Expertise

Tax planning: Strategies beyond the return

As you build your wealth, your tax needs multiply and become increasingly complex. At Plante Moran Wealth Management, we handle the complexity so you can give your full attention to what matters most to you. Our goal is to help you manage and mitigate your tax obligations and optimize your wealth – delivering greater peace of mind. Our coordinated approach considers income tax planning, estate construction, and investment portfolio decisions to identify and build thorough, informed strategies that make the most of the opportunities available to you.

Our robust tax planning practice is backed by the resources and support of our nationally ranked CPA firm, spanning national, state, local, and international disciplines, which ensures our wealth advisors deliver fresh, innovative insights and inform you of emerging regulatory changes that may impact your plans and portfolio.


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Plante Moran Wealth Management takes a holistic approach to maximizing our clients’ after-tax net worth. This not only includes building wealth but retaining as much as possible through proactive and strategic tax planning. What’s more, our team has the power of Plante Moran behind us, meaning our personal tax planning advisors have the support of tax experts from an extremely broad range of disciplines. No matter your tax needs, we’re prepared to tackle them. Let us create a strategy to optimize your tax position so you can focus on building your legacy.