Wealth Management
We connect our clients to what matters today and across generations through personal, comprehensive wealth plans.
Unique clients require unique solutions.
Because we know that your story is both unique and dynamic, we listen intently and communicate regularly, building relationships that last years and across generations. We work with you to build a comprehensive plan that benefits from expert investment advice and evolves over time.
Investing in what matters
Mesirow Wealth Management has been serving individuals and families with purpose and professionalism for 88 years. We move in unison with our clients toward shared goals. Watch this short video to learn more.
Mesirow Wealth Advisor Jennifer Rosenblum recognized by Forbes
Wealth Advisor Jennifer Rosenblum, CFA has been recognized in the 2026 Top Women Wealth Advisors Best-in-State ranking by Forbes. Jennifer’s 2026 recognition marks her second year on the list. According to Forbes, its Top Advisor rankings “…are the only advisor rankings with a focus on quality.” The research “…creates rankings of role models – advisors who are leading the way in offering best practices and providing a high-quality experience for clients.”
Announcements
OBBBA webinar: Navigating Tax and Policy Shifts
Mesirow's webinar, “Navigating Tax and Policy Shifts under the One Big Beautiful Bill," explored how the new federal law may affect your financial plan. Click to watch the webinar using this password rPN.5Kefy.
Watch nowNitay Laor joins Mesirow Wealth Management
Nitay Laor has joined Mesirow Wealth Management as Director, Strategic Growth and Acquisitions. Nitay will lead efforts to execute both organic and inorganic growth strategies, including strategic partnerships, acquisitions and advisor recruitment.
Read the press releaseFoundation for Financial Planning partnership
Mesirow Wealth Management has joined the Foundation for Financial Planning (FFP) as a new RIA Impact Partner for 2025. Our CERTIFIED FINANCIAL PLANNER® professionals will be providing pro bono financial help to active-duty members and veterans, individuals with cancer, seniors, caregivers and more.
Read the press releaseMesirow named in Forbes Best-In-State 2025
Mesirow Wealth Advisors, Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP®, have been recognized by Forbes as 2025 Best-in-State Wealth Advisors.
Read the press releaseMedia highlights
Jeff Condren: "Influential Entrepreneur" podcast
Mesirow wealth advisor Jeff Condren joined Influential Entrepreneurs with Mike Saunders, MBA to talk about how thoughtful, personalized planning helps families navigate changing markets and major life decisions with clarity and confidence. If you’re thinking about what matters most, college, retirement, and a plan that evolves with you—this conversation is a great place to start.
Listen inJeff Condren: "Aligned Money" podcast
Instead of focusing only on markets or headlines, Mesirow wealth advisor Jeffrey Condren,CFP® recently discussed something even more important: how financial decisions can directly impact your sense of calm, security and long term confidence. In this podcast appearance, The Aligned Money Show. Jeff shared simple frameworks for tackling big priorities — from preparing for college costs to mapping out retirement — in ways that feel manageable rather than overwhelming
Listen inGregg Lunceford: "Serving Seniors" podcast
Wealth advisor Gregg Lunceford, Ph.D., CFP® was recently featured on the Serving Seniors Podcast sharing his insights on reshaping retirement. In this episode, Gregg talks about achieving financial well-being – think “wealth without worry” – and psychological success in our golden years. It’s all about thriving, not just surviving, after we exit the workforce. If you’re rethinking what retirement means beyond just the numbers, you’ll want to tune in as Gregg and host Matt Helton discuss how aligning your finances with your purpose leads to a more fulfilling next chapter of life.
Financial planning insights
Advisor perspectives
As your needs and objectives change over time, we’re here with facts, updates and personalized guidance. Check out some of the most popular perspectives from our Knowledge Center.
Explore our Knowledge CenterMarket insights
Recent updates
What's happening in the markets and economy
Join our 88-year legacy
Mesirow Wealth Management is the firm's founding capability. Based in Highland Park and Chicago, IL, 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.
Mesirow Wealth Management is a division of 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.
Mesirow offers links to other third party websites that may be of interest, are provided solely for your convenience, and may assist you in locating other useful information on the Internet. These sites are not under the control of Mesirow. We are not responsible for the content of linked third party websites. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information.