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Plante Moran
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Wealth Managers

About

Provided by Plante Moran

Plante Moran Wealth Management advises individuals, families, and business owners with complex financial lives, providing integrated investment management, financial planning, trust, tax, estate planning, insurance, and business transition services. Plante Moran Wealth Management provides objective counsel, thoughtful stewardship, and a highly collaborative team approach that delivers tailored strategies aligned with long‑term personal, family, and legacy goals. 

Chambers Review

Provided by Chambers

Wealth Managers - Michigan

Spotlight

What the Team is Known For

Plante Moran is a major player in the Michigan market. The firm assists clients from ten offices across the state and is well known for its tax and accounting services, but also for providing a comprehensive range of wealth management and investment services.

Strengths

Provided by Chambers

Plante Moran is growing. They are excellent and they have good clients, too.

Wealth Managers respondent
High Net Worth

Plante Moran is a go-to. They have impressive clients and are really trusted.

Wealth Managers respondent
High Net Worth