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.
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.
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.
Risk assets have rebounded over the past several months in response to monetary and fiscal stimulus, along with signs of improved conditions as the economy slowly re-opens.
Our July issue provides actionable information on a variety of topics including sending your young adult off to college, investing your HSA assets, generation Z's outlook on retirement, and financial terms you should know.learn more
It’s often hard to tell the difference between relevant market information and noise. Our newsletter lets you know what articles our advisors are using to form ideas and shape opinions. See what caught our eye this quarter!Read more
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.
Keeping you updated with financial planning ideas and market trends is part of our commitment to you.
Have questions or need more information? Contact us at 888.681.0082 or send us a message.