Plante Moran Wealth 1.80

Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients with convenient access to investment portfolio information through a secure online platform.

Plante Moran Wealth is an exclusive service available only to clients of PMFA, requiring authorized access via a unique user ID and password. For current PMFA clients seeking access, please contact your designated relationship manager to initiate the process. If you are not currently a client, you can explore our services on our website at https://www.plantemoran.com/contact-us or call 248-352-2500 and request to speak with a PMFA relationship manager.

Key features of the platform include:

• Real-time overview of your financial and investment data
• Capability to track and manage all financial assets and liabilities in one central location
• Access to important documents
• Contact details for your dedicated PMFA team
• Wealth management insights, economic analysis, and investment perspectives provided by Plante Moran

About Plante Moran Wealth Management:

With a proven track record spanning over 40 years, Plante Moran Wealth Management has been a trusted leader in offering investment advisory, trust, tax, and insurance services. Backed by a team of over 250 professionals, we are committed to furnishing comprehensive, impartial, and top-notch financial advice characterized by quality, integrity, and excellence.

Our unwavering dedication to independence and objectivity ensures that our focus remains on assisting you in formulating and executing tailored investment, estate, trust, tax, and insurance plans. We work collaboratively with you in an open and transparent manner to help achieve your financial objectives effectively.