Whether they want to or not, most investors will have to steer through stormy financial seas at some point during their lives. Being equipped to navigate even the roughest times is as important as being positioned to take advantage of fair weather opportunities.
Wealth Management Services
Plante Moran Financial Advisors’ wealth management specialists take a holistic approach to helping clients create and implement their investment strategy over the long term. Our advisors start with a review of your complete balance sheet and take your overall financial picture into account when suggesting solutions. Your existing assets and liabilities, along with an understanding of your future dreams, are just as important as your current investments when it comes to designing an investment holding strategy that can withstand storms and capitalize on clear skies, alike.
Institutional Investment Services
Our Institutional Investment Consultants bring the same broad, comprehensive view to organizational clients -- whether they are not-for-profit foundations and endowments or corporate benefit plan sponsors. Our team’s attention to detail and breadth of services means that our clients get a long-term, big picture view of their situation and a team with the technical expertise and experience to help deliver customized advice and solutions for your specific needs.