Wealth Advisors

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.

 

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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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.

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.

Your Information Center

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.  

News and Events

4Q 2016 Market Updates

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 commodities 

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How well is my investment performing?

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.

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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 2 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., © 2016, Mesirow Financial Holdings, Inc. All rights reserved.