Meet your Mesirow Wealth Management team
We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
Television
Jennifer Gartenberg, CFP®, Managing Director and Wealth Advisor, was on WCIU’s “On the Block” for her first TV appearance. Jennifer discussed planning needs for potential home buyers.
Watch Jennifer on WCIURadio
Jennifer Gartenberg CFP®, Senior Vice President, Wealth Advisor, has been interviewed on WGN Radio 720 "Your Money Matters" a number of times. Listen in to hear Jennifer discuss recent market conditions and how investors can benefit from tax-advantaged investment strategies.
Listen To Jennifer's Broadcasts
We invest in what matters
Jordan, Brian and Jennifer attended the 2023 Arogya World celebration gathering in Chicago, an opportunity to connect with individuals in the community who are passionate about global health, celebrate Arogya World’s impact, and support their critical work to improve the health of families in India. The team has been proud sponsors of this organization for many years. Arogya World is a global health non-profit organization working to prevent non-communicable diseases through health education and lifestyle change.
Plan ahead
It's time to consider a Roth 529 conversion
by Jennifer Gartenberg, CFP®
Recent rule changes make this a good time to learn more about 529 conversions. This article outlines the different ways 529 account holders can invest leftover assets, including a conversion into a Roth IRA. read more
Are you dedicated to charitable causes, but worried that you might lose your deduction?
by Brian J. Lorber, CFP®
This article outlines how our clients can integrate charitable giving into their financial plan and still enjoy some of the tax benefits long associated with charitable giving. read more
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