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.
CFP®, CTFA
CFP®
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.
Check out some of the most popular perspectives from our Wealth insights hub
This brochure outlines examples of popular scams and action steps you can take to protect yourself.
This checklist is designed to help guide you through a variety of tasks when you lose a loved one
In this case study, learn about how multiple generations of a client's family has worked with their Mesirow Wealth Advisory team.
It's a fact; couples in the US are marrying later in life, especially college educated professionals. As a result, both partners have often begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely importan
Stephanie Feldman, CFP®, CTFA , Lee Gordon and Alex Gordon, CFP®
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 rema
It's a fact; couples in the US are marrying later in life, especially college educated professionals. As a result, both partners have often begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely importan
In this case study, learn about how multiple generations of a client's family has worked with their Mesirow Wealth Advisory team.
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.
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?
There are opportunities to create a continuity of wealth advice and guidance from generation to generation while still providing the expertise of a corporate trustee.
When families have dependents with special needs, planning for a secure financial future can feel complex and often daunting. Explore strategies and solutions here.
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. This is why so many people seek counsel to draft or update health care and other estate planning documents.
You often see the terms Agent, Trustee & Executor in legal documents. But, why does it matter who you appoint to each role?
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.
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.
Jennifer joined other Mesirow employees to help pack backpacks with learning supplies for Chicago students.
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.
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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