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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.   

Learn more about our approach 

Mesirow broadens estate planning capabilities

Interested in bringing your retirement into focus?

Brochure cover titled Bringing retirement into focus: Four steps toward retiring early and well

Get the guide that can help you determine when your prime time to retirement is.

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Are you ready to make the most of your peak earning years?

Brochure cover titled Finding your financial ally: How to make the most of your peak earning years

If you're at the stage of life where you're trying to accumulate and grow your wealth, how can you be sure you're making the most of these two advantages?

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Are you prepared to leave your legacy?

Brochure cover titled Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy

Our guide “Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy” is designed to help you begin that journey and to give you a roadmap to making a legacy plan a reality.

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Knowledge center

Advisor perspectives

Our clients often share that one of the most valuable aspects of their relationship with us is our understanding that their lives—and wealth planning needs—are dynamic. 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 below.

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Community engagement and accolades

Community  |  Accolades

Mesirow Monday on WGN Radio

Mesirow Monday on WGN Radio 720 “Your Money Matters” hosted by Jon Hansen featuring Gregg Lunceford Ph.D, CFP, Managing Director, Wealth Advisor, Mesirow Wealth Management

Don’t miss the replay of our recent “Mesirow Monday” segment on WGN. Mesirow Wealth Management’s Gregg Lunceford discussed how to plan for and put your financial New Year’s resolutions in motion.

Listen now

Mesirow ranked in Barron’s list of 2023 Top 100 RIA Firms

Logo for Barron’s Top 100 RIA Firms 2023

Mesirow has been ranked in Barron's list of 2023 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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A community cornerstone

mosaic

Celebrating more than 50 years in Highland Park, IL., Mesirow's Wealth Management team advises private clients in Chicago and around the country. Our team has called Highland Park home since 1971.

Meet Mesirow Wealth Management

Mesirow Wealth Management has been serving individuals and families with purpose and professionalism for more than 85 years. We move in unison with our clients toward shared goals. Watch this short video to learn more.

Join our 86-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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Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., is 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.