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.
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.
Our clients value our thought leadership when managing their financial plan. We’re sure you will find some helpful information in these articles written by our advisors on a variety of financial topics.
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.
In this issue, Warren Buffet shares his secrets to wealth in America and Bloomberg describes the unraveling of Toys 'R' Us.More
Gain timely and valuable insights into recent performance in various financial markets, including equity, fixed income and commodities markets.More
This issue of our quarterly financial planning newsletter includes articles on tax reform's impact on estate planning, how retirement accounts can provide creditor protection, and how to determine if early retirement is right for you.More
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Have questions or need more information? Contact us at 800.453.0600 or send us a message.