Plante Moran Wealth Management

As wealth management advisors, our philosophy is simple: What matters to you, matters to us. Our clients count on us to support their unique goals, provide objective guidance, and help secure their financial legacy for future generations. Whether were helping you reach a financial milestone or a personal one, we address your needs with a holistic, independent approach. From customized financial planning and investment strategies to proactive tax planning, and estate and trust planning, our team is ready to guide you in your wealth management journey. With over 250 wealth management professionals backed by the collective resources and expertise of Plante Moran one of the nations largest audit, tax, and consulting firms our clients can tap into a trusted legacy of experience and client service. #PlanteMoranWealthManagement For more information about our Wealth Management services and affiliates, please visit our website: https://www.plantemoran.com/services/wealth-management