Wealth Management
We connect our clients to what matters today and across generations through personal, comprehensive wealth planning.
āEvery financial decision begins with what matters most to you and your family. We listen first, then establish a plan.ā
Life changes. So does your plan.
Our Wealth Advisors guide you through lifeās 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.
Benefit from our personalized approach
Comprehensive wealth planning
Expert investment selection
Exceptional service
Find the advisor who fits you
Trusted and recognized
"Financial decisions should align with an individual's goals"
Jeff Condren: "The Dentalpreneur Podcast"
Jeffrey Condren, CFPĀ® shared examples of how different individuals may approach financial planning based on their own objectives and circumstances.
"The earlier you begin, the more time you have to think through family goals, tax considerations, succession plans and what life may look like after the business."
Jeff Condren: "Making Cents of It All"
Jeffrey Condren, CFPĀ® discussed why it is important to think about life after the sale long before a transaction takes place.
"Work provides more than financial benefits"
Gregg Lunceford: "People in Transition"
Gregg Lunceford, PhD, CFPĀ®, shared why he believes the third age should be the best part of life.
Recognized for leading the way in Wealth Management
Four Mesirow Wealth Advisors have been named 2026 Forbes | SHOOK BestāināState Wealth Advisors. Recognition based on rigorous quantitative and qualitative evaluation by SHOOK Research.
Advisor excellence. Client success.
Our ongoing growth and frequent industry recognition strengthen every client relationship.
Connections newsletter
Managing your personal wealth isnāt just about the dollars and cents. Itās about connecting with what matters to you. Across all generations from life changes through life stages, Mesirow is here to help. Thatās why every quarter we write content on topics that we hope are relevant and insightful for you.
