Wealth Management
We connect our clients to what matters today and across generations through personal, comprehensive wealth planning.
“Every financial decision begins with what matters most to you and your family. We listen first, then establish a plan.”
Life changes. So does your plan.
Our Wealth Advisors guide you through life’s changes with personalized planning, while also delivering education and insights to increase your confidence every step of the way.
Life events
Rely on professional advice as life evolves.
Financial education
Learn the essentials to build lasting wealth.
Market insights
Get timely perspectives on market trends.
Retirement
Plan, prepare and thrive in the retirement you envision.
Are you ready to retire well?
For many people in their 50s and early 60s, retirement becomes an important question. As you assess your finances, reflect on your current situation and discuss future plans with friends and family, this guide can help you think through some of the key financial and social considerations.
Benefit from our personalized approach
Comprehensive wealth planning
Expert investment selection
Exceptional service
Find the advisor who fits you
Trusted and recognized
"Experiences can become teachable moments before larger financial decisions come later in life."
Jeff Condren: "The Built to Exit" Podcast
On The Built to Exit Podcast, Mesirow Wealth Advisor Jeff Condren, CFP® discussed why business owners should also prepare for what happens after the sale.
"For some people, the right financial plan may support a gradual retirement."
Gregg Lunceford: "The Aging Well Podcast"
On The Aging Well Podcast, Mesirow Wealth Advisor and Managing Director - Gregg Lunceford, PhD, CFP® explains how retirement can affect identity, purpose, social connection and daily structure.
"A financial plan can help answer whether your resources can support your vision."
Gregg Lunceford: "Design Your Life, Your Way"
Having the financial resources to retire and feeling ready to retire are not always the same thing.
Mesirow named a Barron’s Top 100 RIA Firm for 2026
Recognized by Barron's for the sixth consecutive year, our continued recognition reflects Mesirow Wealth Management’s continued focus on delivering personal, comprehensive wealth plans, expert investment selection and exceptional client-service.
Advisor excellence. Client success.
Our ongoing growth and frequent industry recognition strengthen every client relationship.
Connections newsletter
Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you. Across all generations from life changes through life stages, Mesirow is here to help. That’s why every quarter we write content on topics that we hope are relevant and insightful for you.
