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Home Services Wealth Management Your goals are our goals are our goals Wealth Management Schedule a complimentary review Our Wealth Management services Business Transition Services Insurance Estate Planning Investment Advisory Family Legacy Personal Tax Planning Family Office Services Trust Financial Planning Insights Business transition planning The holistic wealth viewpoint Market perspectives Press RoomFind 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. Schedule a complimentary review Our Services Your goals, objectives, and unique needs span far and wide. So does our expertise and experience. Financial Planning Investment advisory and financial planning services for every goal and milestone See more Investment Advisory Advisory services backed by independent experts and holistic strategies See more Estate Planning Legacy planning for wealth creators and inheritors See more Insurance Insurance solutions designed to help protect and enhance your wealth strategy See more Trust Trust services that help ensure continuity, family harmony, and a lasting legacy See more Personal Tax Planning Integrated tax solutions to proactively plan, avoid surprises, and help preserve your wealth See more Business Transition Services Holistic, practical strategies to help achieve your business transition goals See more Family Office Services Custom, flexible solutions for your evolving family office See more Family Legacy Family education, governance, and philanthropic advisory for your family’s legacy See more 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. Meet Your Team Meet Your Team Get the latest wealth management news and insights delivered to your inbox monthly. Subscribe Now Insights MORE INSIGHTS Please insert a search term results found for” Job creation and wages both cooled in April as unemployment edged up to 3.9% Blog / 3 min read Overcoming real estate development challenges: Why hire a development consultant? Article / 5 min read How does the low-volatility environment for equities over the past year compare to history? Blog / 1 min read What factors explain the robust performance of the S&P 500 over the past year? Blog / 1 min read Consumer sentiment declined modestly in April Blog / 3 min read Plante Moran Wealth Management Learn Lead Legacy webinar series Webinar / 1.5 hour watch Show More Return to top of section Upcoming Events & Webinars SEE ALL Tuesday, May 21, 2024 Investor 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. Webinar / 2.5 hour watch 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 . #28 registered investment advisory firm (2023) Ranked #1 (2023) Ranked top registered investment advisor firm (2023) #2 CPA firm in financial planning (2023) Named to magazine’s top RIA list (2023) John Lesser named to Best-In-State Wealth Advisors list (2024) Let us help you gain clarity and confidence to achieve your financial goals. Schedule a complimentary review We are here to help. Get in touch. Business Continuity Cookie Notice Data Privacy Framework Disclosures FINRA BrokerCheck Form ADV Part 2 Form CRS PMFA Form CRS PMIA Privacy Notice Subscribe Site Map Transparency in Coverage Cookie Settings 2024 Plante & Moran, PLLC. All rights reserved. Audit. Tax. Consulting. Wealth...