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.
Welcome Alex to the team!
We are excited to announce that Alex Gordon has joined the team as a Wealth Advisor! Alex has seven years of experience in the financial services industry and has a background in constructing and presenting comprehensive financial plans. We are confident that Alex's expertise, combined with his deep commitment to understanding your unique needs, will add tremendous value to the financial guidance we provide.
Financial planning insights
What's trending
Check out some of the most popular perspectives from our Knowledge Center.
Events and recent news
Plan ahead
By Stephanie Feldman, CFP®, CTFA , Lee Gordon and Alex Gordon, CFP®
Mid-year financial check up: Are you on track to meet your 2025 goals?
This is a great time to review the goals that you set at the beginning of the year to ensure you are on track. It is important to reflect on your financial goals, investment strategies and risk tolerance to ensure that you are well-positioned for the remainder of the year and beyond.
Wedding planning: Critical financial tips
Couples in the US are marrying later in life, and as a result both partners have often begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely important.
Peace of mind for generations: How Mesirow helped a family protect their assets and legacy
John, was a 90-year-old widower with three adult children and six grandchildren. During the client and his wife’s lifetime, they established Trusts for each of the grandchildren, using a portion of their lifetime exemption. When his wife passed, her assets exceeded the Illinois state estate tax exemption and Federal estate tax exemptions (which at that time was much lower than today.) As a result, a Marital and Family Trust were funded for the husband’s benefit.
Are your philanthropic gifting strategies still up to date?
There have been changes to IRS regulations over the last few years that have, in some instances, expanded how an individual may want to consider carrying out charitable giving. If you are making charitable contributions, now is a good time to re-examine the tax benefits of doing so, and if the gifting strategies you are utilizing are best for you.
How will potential changes in the estate tax impact my planning?
Will there be an adjustment to the current estate tax and if so, what planning strategies may be helpful to think about and potentially implement?
Now, more than ever, having a formal estate plan is critical
The most common misconception is that not everyone needs an estate plan, but estate planning is for everyone.
Planning for a loved one with special needs
As our clients' families grow and assets accumulate, it is imperative that we address planning for the future to provide for both the needs of the parents and their children.
Talking about advance health care planning
As we get older, it becomes increasingly important to ensure that our health care needs and desires are well documented and understood by our family, friends, medical providers, and professional advisors.
Now you can have greater flexibility and control in your estate plan
By using a directed trust, you can separate the role of corporate trustee and wealth advisor.
Have a trustworthy advocate in your corner
You often see the terms Agent, Trustee, and Executor in various legal documents. Each of these appointments allows for someone to care for your financial household in the event you are unable to act and upon your passing.
Our commitment to mentoring
Waymakerjournal.com featured Paul Trussell, a senior executive at Nike and former Wall Street analyst. The article highlighted how Trussell rose from Chicago's South Side and as an intern for Lee Gordon to become an influential leader in finance.
Read the articleRecovery on Water competition and training
As part of Jennifer's ongoing commitment to Recovery on Water, .she participated in the annual Power-10 Camp where 62 women were coached by the Head Coach of MIT Women’s team, Holly Metcalf.
Helping Chicago youth prepare for school
Jennifer joined other Mesirow employees to help pack backpacks with learning supplies for Chicago students.
LINK Unlimited Scholars
Jennifer is proud to serve as part of Mesirow’s commitment to supporting Link Unlimited. Every year, Mesirow employees mentor a student to empower them as they grow within their educational and professional experiences. Through academic enrichment, college access, leadership development and, career exposure LINK Unlimited Scholar empowers Chicago-area students to succeed as the advance to, through and beyond college. Learn more >
Stephanie Feldman appears on Mesirow Monday
Stephanie Feldman joined “Your Money Matters” host Jon Hansen on a Mesirow Monday, where they discussed the Illinois estate tax, the exemption, and capital gains on stocks.
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