Wealth Management
We connect our clients to what matters today and across generations through personal, comprehensive wealth planning.
“Every financial decision begins with what matters most to you and your family. We listen first, then establish a plan.”
Life changes. So does your plan.
Our Wealth Advisors guide you through life’s 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
"Experience, relationships and skills still matter in retirement."
Gregg Lunceford: "Midlife Revolution Unleashed"
Gregg Lunceford, PhD, CFP®, challenged that idea that retirement means you're getting old.
"Understanding can help people prepare for amore fulfilling and successful transition into retirement."
Gregg Lunceford: "The Matt Feret Show"
Gregg Lunceford, PhD, CFP® explained that work provides important non-financial benefits.
"Financial decisions should align with an individual's goals"
Jeff Condren: "The Dentalpreneur" podcast
Jeffrey Condren, CFP® shared examples of how different individuals may approach financial planning based on their own objectives and circumstances.
Recognized for leading the way in Wealth Management
Four Mesirow Wealth Advisors have been named 2026 Forbes | SHOOK Best‑in‑State 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 isn’t just about the dollars and cents. It’s about connecting with what matters to you. Across all generations from life changes through life stages, Mesirow is here to help. That’s why every quarter we write content on topics that we hope are relevant and insightful for you.
