PMFA

Plante Moran Wealth Management is a leading provider of investment advisory, trust, tax, estate planning, and business transition services. Our team is singularly focused on helping our clients achieve their goals through our collaborative team approach and tailored, novel advice and solutions. With total objectivity, unwavering loyalty, and excellence in service, we take care of all our clients' financial needs so they can give their full attention to what matters most to them... Today, Plante Moran Wealth Management brings all of these services and professionals together as part of one team, comprising over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance to clients. With $16.3 billion* in assets under management, we continue to grow our wealth management client base, team, and resources. Our commitment to putting a client's interests and success first will always remain at the forefront of all that we do... Our practices are built..

Primary location: Southfield United States