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. 

Learn more about how we can help

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

After the Election

With the 2016 Election behind us, market participants are digesting the news, and given the pre-election and post-election analysis, it is enough to cause heads to spin. 

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Women's Fall Event

In November we hosted an enjoyable event at La Scuola di Eataly in Chicago, where an expert sommelier and cheesemonger shared their passion for high-quality food and wine by leading us through a regional Italian wine and cheese tasting.

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Connections, Dec 2016

This issue of our quarterly financial planning newsletter includes articles on Year End Planning, Charitable Giving, and IRA Tax Smarts.

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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.