Fully invested in your success
When we say our wealth management practice is fully invested in your success, what exactly do we mean?
Plante Moran’s wealth management practice started in response to clients’ needs. Plante Moran, a nationally-ranked CPA firm with a 90-year history of providing audit, tax, and advisory services to businesses, found that many executives were asking for the same level of expert advice and caring support to help them manage their personal assets.
The Plante Moran Wealth Management practice has developed into more than 200 professionals across a range of disciplines and affiliated entities with more than 11.5 billion in assets under management¹ and offers comprehensive services that include:
- Investment advisory services
- Personal tax consulting and compliance
- Estate planning
- Business transition consulting
The Plante Moran Wealth Management practice was built to provide individuals and families with the same client-focused, industry-leading service that our corporate clients have enjoyed for nearly a century.
This approach means that the goal of Plante Moran’s Wealth Management practice is on helping our clients meet their financial goals. This client-first philosophy is part of our DNA and means that our clients’ goals define our own. Plante Moran Wealth Management’s experts are here to help you, and we are fully invested in your success.
The firm’s commitment to independence and objectivity mean that everything our advisors do is focused on helping you develop and implement the right strategy to reach your dreams in a collaborative and transparent way.Get your personal CFO
Investopedia defines a chief financial officer (CFO) as “the senior manager responsible for overseeing the financial activities of the entire company…reporting to the president.”
With our clients characterized as the president of their financial empire, we work to understand your personal balance sheet and coordinate with all the experts necessary to devise a plan that is right for you. As your personal CFO, we will coordinate with all your other trusted advisors and build a corresponding Plante Moran team to help you accomplish your goals.
Form ADV filed June 30, 2016