Wealth Management

Family-owned companies. Investments. Inheritance. Partnerships. Life transitions. Liquidity events. Real estate. Multiple properties. Entrepreneurial capital.

Life is complicated. If your responsibilities include one or more of these factors, it may be time for a personal wealth management specialist. No matter how complex the situation, Plante Moran Financial Advisors has the expertise to help you unlock your wealth potential. Our integrated approach and customized process have helped us become the large, capable advisory firm we are today. We, with our affiliates, combine objective advice with a cooperative environment to provide ongoing wealth management services including financial, insurance, and trust services and support to high-net-worth individuals and successful families.

PMFA’s holistic approach integrates several facets of wealth management to help our clients maximize the after-tax value of their wealth from an income and estate taxes perspective. Our wealth management advisors can design a successful wealth management plan that will help reach your financial goals. We offer multi-disciplined wealth management services — utilizing resources from other practice areas, such as tax, insurance, and estate planning — that will help to enhance your financial strength. To assure you that we have only your interests in mind, PMFA is independent and objective. Our only interest is to serve your best interest. And that’s to assist in helping you prosper and thrive.

At PMFA, we know that life is complicated. Managing your wealth shouldn’t have to be. Our process will enable us to create the right financial strategy for you. Plus you’ll have a wealth management advisor who will get to know you and your finances on a personal level, and who will learn how to support you and your complicated world.