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.
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 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.
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.
Two publications that review the current market environment are available:
4Q 2016 Market Observation: relevant articles about the markets
4Q Market Summary: performance of equities, fixed income and commoditiesMore
Right around this time of year, many clients unknowingly mistake the “unrealized gain (loss)” section on their monthly account statement with the actual performance of their investment. This is a relatively common occurrence, so we thought we’d share some information with you about how best to interpret this information on your monthly account statement. The best place to find performance information is always your quarterly performance report.More
This issue of our quarterly financial planning newsletter includes articles on Year End Planning, Charitable Giving, and IRA Tax Smarts.more
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.