Wealth Management

Mesirow Wealth Management is committed to helping our clients manage the financial decisions that support their most important life decisions…every step of the way.

 

Doing Meaningful Work for Others

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. 

Unique Clients Mean Unique Solutions

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. 

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Client Solutions

Our clients use us as their lead wealth advisor and investment manager because we understand that each client's situation is different.

Meet Our Team

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.

Meet Our Clients

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.

Your Information Center

Our clients value our thought leadership when managing their financial plan. We’re sure you will find some helpful information in these articles written by our advisors on a variety of financial topics. 

News and Views

Market Summary

Gain timely and valuable insights into recent performance in various financial markets, including equity, fixed income and commodities markets.

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Wealth Management Market Update

While we view the overall market as fully-valued to slightly expensive today, we still see opportunities in various pockets and believe in maintaining a disciplined investment approach.

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Connections Newsletter 3Q 2020

Our September issue provides actionable information on a variety of topics including year-end planning tips, financial planning, stock splits and more.

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Citywire: Mesirow On the Case

Mesirow Wealth Advisors’ investment research and due diligence team was featured in a cover story in CityWire magazine. In the interview and article, Director of Research Sumit Desai and Vice President Bob Martin shared their insights with Citywire about the rigorous due diligence process used by the Mesirow Wealth Advisors Investment Committee in the selection and monitoring of select, recommended investment managers across the division. This article provides a behind the scenes look at the ongoing research process at Mesirow that supports our individual wealth advisors as they build portfolios and manage investments for their clients.

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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2020, Mesirow Financial Holdings, Inc. All rights reserved.