Advanced planning tools
Expertise for every stage of your client’s life
Advisors can tap into a network of in-house and specialist expertise — from tax to estate to Medicare planning — to deliver truly personalized, comprehensive wealth management.
Advanced tax planning
Tax-aware planning enhances every aspect of wealth management. Collaborate with our dedicated advanced tax planning specialist to identify ways to optimize asset allocation, maximize efficiency and align strategies with clients’ broader financial goals.
“Our goal is to give Advisors and their clients a more complete picture of tax opportunity. By integrating tax strategy into the broader financial plan, we help clients optimize investment efficiency and position their wealth for long-term success — all as part of Mesirow’s holistic approach to advice.”
Gary Pattengale, CFP®, Senior Vice President, Advanced Planning Specialist, Wealth Advisor | Mesirow Wealth Management
Estate planning
Access estate planning expertise that helps clients prepare for the future and preserve what matters most. Mesirow’s specialists analyze existing plans, guide asset titling, and offer advanced strategies for succession, charitable giving and unique family situations.
“Estate planning is deeply personal, and every client’s story is different. At Mesirow, I collaborate directly with our Advisors to bring clarity and structure to complex situations — from succession strategies to charitable giving. Together, we help clients make confident, informed decisions that protect what matters most.”
Rebecca Solomon, J.D., LL.M., Senior Vice President, Estate Planning Specialist | Wealth Management
Medicare planning
Through our partnership with dedicated Medicare specialists, help clients navigate one of retirement’s most important decisions — ensuring healthcare coverage that fits seamlessly within an overall financial plan.
Comprehensive financial planning software and tools
Help your clients visualize their financial future by modeling "what if" scenarios, analyzing cash flow and creating a custom balance sheet using our comprehensive planning software.
Leverage checklists, how-to guides and best practice advice tools to help clients prepare for future life events.