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.
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.
Mesirow Financial was proud to both sponsor and present at the annual Lake County Partners’ Big Event on Friday, June 1. 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 500 Lake County business leaders – both from the private and public sectors – attended the event.
Sumit Desai, CFA, Director of Research for Mesirow Wealth Advisors, was a featured speaker at this year’s event. His talk, titled "The Macro Matters," reminded investors that focusing on the long-term has an advantage over near-term focus, and also reviewed some important economic trends to monitor when making long-term investment decisions.
This quarter's issue discusses how tax reform has impacted charitable giving and 529 college savings plans, financial tips when planning a wedding, and some life style options to consider when retiring.Read more
Late last Fall we initiated a client survey designed to provide you with the opportunity to candidly share your experience at Mesirow with us. Thank you to all of you who responded to the survey! We would like to share some of the highlights with you.Survey results
In this issue, Warren Buffet shares his secrets to wealth in America and Bloomberg describes the unraveling of Toys 'R' Us.More
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Have questions or need more information? Contact us at 800.453.0600 or send us a message.