Plante Moran Wealth Management

A Personal CFO

Modern wealth management calls for new tools, techniques and agility. But it also targets a next generation of investors who are not always drawn to hidebound advisors. Enter the rebranding of Plante Moran’s unit, one of the Top 10 U.S. firms ranked by assets under management. Plante Moran competes with banks, investment houses, financial planners and insurance providers, but its difference lies inits CPA firm roots and the promiseof a “Personal CFO.” The firm is fully independent, with no proprietary investment products and no agenda— other than helping clients flourish and make wise decisions. A new website, pitchbook and ads are a refreshing take on today’s wealth management. Sharp, fresh, scannable and informative.