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.”

Brian D. Price

CEO | Mesirow Wealth Management

Expertise for every moment

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.

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Financial education

Learn the essentials to build lasting wealth.

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Market insights

Get timely perspectives on market trends.

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Retirement

Plan, prepare and thrive in the retirement you envision.

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Benefit from our personalized approach

Comprehensive wealth planning

Expert investment selection

Exceptional service

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Trusted and recognized

"Roth conversions aren't for everybody. You really have to analyze them. And I don't think there's one solution for everyone."

Gary Pattengale "Sterling Insights" podcast

In a featured appearance on Sterling Insights, Gary Pattengale, CFP®, discussed challenges high‑net‑worth individuals face when navigating concentrated stock positions, Roth conversions and tax policy

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“The third age is about planning thoughtfully for a longer, more meaningful chapter of life.”

Gregg Lunceford: "The Next Chapter" podcast

In this podcast episode Gregg Lunceford dives into the complexities of planning for the Third Age — a stage defined by longevity, transition, and reinvention.

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“The third age is a twenty year life bonus. You get to choose who you are and how you want to live.”

Gregg Lunceford: "Be It Till You See It" podcast

Gregg Lunceford appeared on the Be It Till You See It podcast where he discussed how retirement planning extends beyond financial strategies to include identity, purpose, and structure.

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Crain's 2026 Top Firm Award

Mesirow Wealth Management has again been ranked on Crain’s Chicago Business’ 2026 Largest Wealth Management firms in the Chicago area list. This recognition reflects the strength of our growing Wealth Management business.

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Advisor excellence. Client success.

Our ongoing growth and frequent industry recognition strengthen every client relationship.

Mesirow Wealth Advisor Jennifer Rosenblum, CFA, recognized by Forbes

Wealth Advisor Jennifer Rosenblum, CFA, has again been recognized in the 2026 Top Women Wealth Advisors Best-in-State ranking by Forbes. Jennifer’s 2026 recognition marks her second year on the list. According to Forbes, its Top Advisor rankings “…are the only advisor rankings with a focus onquality.” The research “…creates rankings of role models — advisors who are leading the way in offering best practices and providing a high-quality experience for clients.”

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At Mesirow Wealth Management, advisors join a culture that values independence and individuality

From our Chicago headquarters and offices nationwide, we provide an open‑architecture platform, expert teams, and flexible tools to help you build your practice your way—while strengthening client relationships across generations.

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OBBBA webinar: Navigating Tax and Policy Shifts

Mesirow's webinar, “Navigating Tax and Policy Shifts under the One Big Beautiful Bill," explored how the new federal law may affect your financial plan. Watch the webinar using this password: rPN.5Kefy

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Mesirow | Foundation for Financial Planning

Pro bono support with FFP

Mesirow Wealth Management serves as an RIA Impact Partner with the Foundation for Financial Planning (FFP). Our CERTIFIED FINANCIAL PLANNER^®professionals provide pro bono financial help to active-duty members and veterans, individuals with cancer, seniors, caregivers and more.

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Life changes, so should your plan

Your wealth plan should grow with you.

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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.