Wealth Management

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


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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Client Login

Access your account, personalized financial plan and stored historical documents through our user-friendly secure portals.

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Connect with an advisor

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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Have a financial planning question?

Jennifer Gartenberg on WGN Radio 720

Mesirow Monday on WGN Radio

Listen in as Jennifer Gartenberg CFP®, Senior Vice President, Wealth Manager discusses how to determine which retirement account is best for you.

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.

Listen Now

Mesirow Wealth Management welcomes Andrew Mutlu

Andrew Mutlu

Mesirow is pleased to welcome Andrew Mutlu, Wealth Advisor.

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Mesirow ranked in Barron's list of 2022 Top 100 RIA Firms


Mesirow has been ranked in Barron's list of 2022 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


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.

Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.

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. 


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


• Asset allocation strategy
• Investment management
• Tax management


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


• 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.