We Evaluate the Entire Picture
The key to creating a holistic wealth management plan is to aggregate and consolidate information on all assets, investments, insurance, debt, and trust documentation so that, together, we can see how all the pieces should fit together.
Our clients have goals and needs beyond where they are today – some stretching beyond their lifetime.
Our clients work with a lead advisor who draws on and orchestrates a group of experts from within or outside of Mesirow Financial to co-create a holistic wealth management plan to organize all aspects of their financial life. When the plan is completed, clients see how their life goals can be achieved and we work continuously with them to make their vision a reality. As a result, they experience a rewarding sense of confidence, satisfaction and peace of mind.