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.
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.
We are excited to announce that Cheryl Lundquist Cabanski has recently received her Certified Financial Planner™ Certification. CFP® professionals have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
This quarter’s Connections newsletter is here! Our wealth advisors give insights on Entrepreneurship, Retirement, and College Planning.Read more
Read timely articles from the industry thought leaders on a variety of investment and market-related financial topics.Read more
Gain timely and valuable insights into recent performance in various financial markets, including equity, fixed income and commodities markets.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.
Thank you to all of you who responded to our client survey! We would like to share some of the highlights with you.
Have questions or need more information? Contact us at 888.681.0082 or send us a message.