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.
AIFĀ®
CFPĀ®
CFPĀ®
Jordan, Brian and Jennifer were joined by Jordan and Brianās spouses, at a recent Lynn Sage Breast Cancer Foundation event. They were there supporting the foundations mission to eradicate breast cancer by investing in early career doctors and innovative research.
Jordan and Brian have been recognized by Forbes as 2025 Best-in-State Wealth Advisors. According to Forbes.com. Forbes Top Advisor rankings evaluate quantitative and qualitative data, weighing factors āsuch as service models, compliance records and industry experience.ā
Brian was named to the Forbes 2024 Best-in-State Top Next Gen Wealth Advisors list. According to Forbes.com, āThese advisors are seasoned, have lived through market cycles, and their deep relations with families ā often representing three or more generations ā position them among the best wealth management has ever seenā¦The very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives.ā
Jennifer Gartenberg recently represented Mesirow as a sponsor of the Little Black Dress Night for Chicago Tech Academy High School. The annual event benefits the schoolās Young Womenās Leadership Society that was founded in 2014 to advocate for pathways to success for all young women.
Jennifer recently joined other Mesirow Wealth Advisors at the Women Advisor Summit hosted by Investment News. The event is used as a space for women advisors to come together, connect, and talk about important things about being in the industry.
Jennifer Gartenberg, CFPĀ®
Starting the new year is more than a time for resolutions; it's a powerful moment to align your financial life with what matters most to you and your family.
529 accounts are great vehicles to use to save for college. The money grows tax-free, and there is no tax on distributions as long as it is used for qualifying education expenses.
Hear Jenniferās interview from November 4, 2024, where she shared 7 year-end financial planning tips including maximizing annual gifting, Roth IRA conversions and tax loss harvesting.
Hear Jenniferās interview from May 6, 2024 on WGN Radio 720. She talked with the host, Jon Hansen, about funding college with a focus on 529 plans.
Listen in to hear Jennifer discuss market conditions and how investors can benefit from tax-advantaged investment strategies from November 2023.
Jennifer was on WCIUās āOn the Blockā. Jennifer discussed planning needs for potential home buyers.
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I talk about how a savvy investor can strategically reduce federal tax liabilities without impacting long-term investment plans in this Mesirow Minute video.
In this Mesirow Minute video, I shared ideas on creating charitable giving strategies that align with personal and financial goals.
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