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.
Investing in what matters
Mesirow Wealth Management has been serving individuals and families with purpose and professionalism for 88 years. We move in unison with our clients toward shared goals. Watch this short video to learn more.
Nitay Laor appointed Director of Strategic Growth and Acquisitions
Nitay Laor has joined Mesirow Wealth Management as Director, Strategic Growth and Acquisitions, a newly created role aligned with the business’ focus on ongoing growth and our commitment to meeting the evolving needs of our clients. In this role, Nitay will lead efforts to execute both organic and inorganic growth strategies, including strategic partnerships, acquisitions and advisor recruitment.
Announcements
OBBBA Webinar
Mesirow Wealth Management recently hosted a webinar, “Navigating Tax and Policy Shifts under the One Big Beautiful Bill,” featuring Rebecca Solomon, J.D., LL.M., Mesirow Estate Planning Specialist and Gary Pattengale, CFP®, Mesirow Advanced Planning Specialist. The session explored how the new federal law reshapes tax brackets, deductions, charitable giving and estate planning strategies that may affect your financial plan. Click to watch the webinar using this password rPN.5Kefy.
Watch nowHealthy money mindset
As the year draws to a close, it is the perfect time to reflect on your financial journey. In this article, explore how recognizing small wins, giving yourself grace and focusing on progress can build lasting financial confidence.
Read the articleFoundation for Financial Planning partnership
Mesirow Wealth Management has joined the Foundation for Financial Planning (FFP) as a new RIA Impact Partner for 2025. Our CERTIFIED FINANCIAL PLANNER® professionals will be providing pro bono financial help to active-duty members and veterans, individuals with cancer, seniors, caregivers and more.
Read the press releaseForbes Best-In-State 2025
Mesirow Wealth Advisors, Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP®, have been recognized by Forbes as 2025 Best-in-State Wealth Advisors. Forbes Top Advisor rankings weigh factors “such as service models, compliance records and industry experience” and focusing on individual advisors that “encompass best practices in their approach to working with clients.”
Read the press releaseMedia highlights
Gregg Lunceford: "The Maturepreneur" podcast
What does life look like after your career? For many, retirement isn’t just about leaving work—it’s about discovering a new purpose.In Episode 62 of The Maturepreneur Podcast, Gregg Lunceford, Ph.D., CFP®, Managing Director and Wealth Advisor at Mesirow Wealth Management, shares his expert perspective on planning for this next chapter. Drawing from his book Exit From Work – What Will The New You Look Like?, Gregg explores how to prepare financially and emotionally for a fulfilling life beyond the office. This conversation is packed with insights for anyone thinking about their future—or guiding others through theirs.
Gregg Lunceford: "Money and You" podcast
Gregg Lunceford, PhD, CFP® recently joined Michelle Perkins on the Money & You podcast to reframe retirement as a liberating and purposeful “Third Age” rather than simply an ending. Drawing from his doctoral research and 30+ years of financial services experience, Gregg shares how emotional awareness and personal values are critical in planning a retirement that truly fulfills.
He explores how outdated cultural expectations, identity shifts, and money mindset influence retirement decisions—and offers actionable guidance for designing a vibrant next chapter. This revealing episode invites listeners to retreat, reflect, and plan with both their hearts and minds.
Tiffany Irving: "Everyone's Talkin' Money" podcast
In a recent episode of the Everyone’s Talkin' Money podcast, Mesirow Wealth Advisor Tiffany Irving joined host Shari Rash to share her powerful story as the breadwinner in her family. In this candid episode, Tiffany dives into: How role reversal can accelerate career growth and wealth building; Financial strategies for stay-at-home partners; Navigating judgment and stigma around non-traditional roles; Money tips for high-earning women and more.
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Join our 88-year legacy
Mesirow Wealth Management is the firm's founding capability. Based in Highland Park and Chicago, IL, 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.
Mesirow Wealth Management is a division of 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.
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.