Life is complicated. No matter how complex the situation, Plante Moran Financial Advisors has the expertise to help you unlock your wealth potential.
So What Makes Us Specialists?
Our integrated approach and customized process have helped us become the large, capable personal finance advisory firm we are today. We, with our affiliates, combine objective advice with a cooperative environment to provide ongoing financial, insurance, and trust services and support to high-net-worth individuals and successful families. When it comes to personal wealth, many factors that influence your decisions, from your life situation and family to existing investments and finances. For many reasons, you need more than just a financial advisor. You need a personal wealth specialist. Contact us to set an appointment so we can begin to assess your financial needs, and provide a whole different level of advice.
Wealth Management
Your personal wealth specialist helps you navigate the challenges in your life. We help you balance the many decision-making factors present, from family to current investments, and make the best decision for your future
Trust Services
By partnering with Plante Moran Trust, you benefit from a range of services developed specifically to help you preserve, protect, and grow your wealth. A personal trust can be a wonderful way to help control and protect your assets during your lifetime and later, to provide for a smooth transition of your personal and business matters for your loved ones.
Insurance Services
The proper insurance strategy can assist you in solving unique needs in your financial situation and help you feel secure about your family’s future.
Business Transition Planning
Plante & Moran’s business transition and succession planning advisors are experts in business transition planning and can help you leverage our comprehensive financial planning knowledge and experience to create a transition plan that will position your business to thrive for decades to come.