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.
Mesirow Financial was proud to both sponsor and present at the annual Lake County Partners’ Big Event on Friday, May 17. The Big Event is Lake County’s single largest gathering of business and civic leaders focused on building on the innovation and growth of the last 20 years to fuel continued success. More than 560 Lake County business leaders – both from the private and public sectors – attended the event, the highest attendance in the event’s history.
Richard Korengold, Chairman of the Board of Governors for the Lake County Partners, kicked off the event and introduced Melissa Bean, President and CEO for Mesirow Wealth Advisors, who provided an Economic Outlook highlighting important economic trends to monitor when making long-term investment decisions.
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.
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.
Mesirow is proud to announce both Kathy Vorisek, CIO and head of Equity Management, and Jennifer Rosenblum, Senior Managing Director, Wealth Advisors, have been listed on Crain’s Chicago Business Notable Women Executives over 50.
Keeping you updated with financial planning ideas and market trends is part of our commitment to you.
Highlights include articles on planning a wedding, sending your child off to college and discussing money with your children.Read more
Read timely articles from the industry thought leaders on a variety of investment and market-related financial topics.Read more
Gain timely and valuable insights into recent performance in various financial markets, including equity, fixed income and commodities markets.Read more
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Have questions or need more information? Contact us at 800.453.0600 or send us a message.