Wealth Management

We connect our clients to what matters today and across generations through personal, comprehensive wealth plans.

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Unique clients require unique solutions.

Every client is unique. You know what you’re pursuing in life and what you will need from your financial resources to achieve your desired lifestyle, personal goals and ambitions.  We work with you to build a plan that can help you achieve your unique goals.

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Access your account, personalized financial plan and stored historical documents through our user-friendly secure portals.

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Talk one-on-one with a wealth advisor for help with financial planning, wealth management, retirement income and more.

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Readiness Assessment

Are you on track to reach your personal or retirement goals? Take the first step toward your future with our readiness assessment.

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Gregg Lunceford on WGN Radio 720

Mesirow Monday on WGN Radio

This month, Mesirow Wealth Management's Gregg Lunceford, Managing Director, was recently interviewed on the WGN Radio 720 "Your Money Matters" show. Listen in to hear Gregg discuss recent market conditions and how Mesirow is guiding clients thinking about retirement during these market conditions.

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Inflation, interest rates and your pocketbook

Inflation since 2010

Inflation is at the highest rate since the early 80’s, as we experience the effects of US Government & Federal Reserve stimulus programs that were put into place to support the economy during the pandemic.

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Mesirow ranked in Barron's list of 2021 Top 100 RIA Firms

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Mesirow has been ranked in Barron's list of 2021 Top 100 RIA Firms. Barron's bases its annual ranking of independent advisory companies on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

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Celebrating more than 50 years in Highland Park, IL

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Based in Highland Park, Illinois, Mesirow's Wealth Management team advises private clients in Chicago and around the country. Our team has called Highland Park home since 1971.

Any questions one of our wealth advisors can help you with?

Throughout life, key events trigger the need for informed financial decision-making.
Mesirow can help. 

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Wealth planning infographic

We begin by listening...

to your life story: where you’ve been, where you’re going and how you think about money and wealth. That’s important because the individuals and families we serve have different values, interests and financial needs that are evolve dynamically over time.

We gather information from across your financial life, in collaboration with your other professional advisors, then craft a comprehensive, customized plan spanning four key components of wealth management. 

Accumulate

• Goals planning
• College funding
• Life events
• Inheritance
• Acquisition strategy (Real estate/personal)

Grow

• Asset allocation strategy
• Investment management
• Tax management

Protect

• Retirement planning
• Social security strategy
• Domicile management
• Short-term cash/Liquidity management
• Debt management
• Insurance

Distribute

• Retirement income
• Long term care
• Charitable giving
• Generational wealth transfer
• Estate planning

Simply stated...

our wealth advisors join Mesirow, and stay with the firm, to do meaningful work for others.

Join our 85-year legacy

Mesirow Wealth Management is the firm's founding capability.

We are the initial namesake business of Norman Mesirow, whose vision was to serve with purpose, applying the highest standards of professionalism as we advise individuals and families on their most important life goals. More than eight decades later, we measure our client relationships in years, and often generations, as we move in unison with our clients toward shared goals.

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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.