Mesirow Wealth Advisors is committed to helping our clients manage the financial decisions that support their most important life decisions…every step of the way.
Every individual and family client is unique. They know what they're pursuing in life and what they need from their financial resources to achieve their goals and ambitions. Since 1937, we've had the great privilege and responsibility to be their lead wealth advisor. This is a role we are well suited for and one we take very seriously. In fact, we measure our client relationships in years and sometimes generations as we move in unison with our clients toward shared goals.
Our clients use us as their lead wealth advisor and investment manager because we understand that each client's situation is different.
The reason our clients work with us for years and in some cases, decades, is our people. Our wealth advisors have joined and stayed at our firm to do “meaningful work” for others.
We serve a diverse group of clients, each with unique ambitions and needs. We’re sure you’ll find yourself in this list of clients we’ve helped.
Our clients value our thought leadership when managing their financial plan. We’re sure you will enjoy these publications, news releases and tools as well.
This issue of our quarterly financial planning newsletter includes articles on getting organized, cybersecurity, employee benefits, and advance health care planning.More
Check out our 1Q 2017 Market Observations newsletter and Market Summary reviewMore
Finding a financial advisor that is the “right fit” can require patience and diligence. Ask these seven questions of your current or prospective advisor.Learn More
Congratulations to our colleagues who have recently earned professional designations that will help them better serve our clients by providing expert advice on financial planning.
The reason our clients work with us for years and in some cases, decades, is our people. Simply stated, our wealth advisors have joined and stayed at our firm to do “meaningful work” for others.
Our average tenure for our Mesirow Wealth Advisors is 20 years. To hear from a few of them in their own words, please watch this short video.
Keeping you updated with financial planning ideas and market trends is part of our commitment to you. Please sign up for regular emails.
Have questions or need more information? Contact us at 800.453.0600 or send us a message.