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®
CFP®
J.D., LL.M.
Our latest educational webinar from Mesirow’s Investment Research team is available on demand.
In this session, our team reviews what worked and what didn’t in 2025, shares views on the 2026 economic backdrop and expectations for global equities, fixed income and alternative investments. They also highlight key opportunities and risks for navigating our uncertain market environment.
Please use passcode: MesirowWealth
"Roth conversions aren't for everybody. You really have to analyze them. And I don't think there's one solution for everyone."
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
"Filing your taxes the minute you get your W‑2 sounds proactive, but it can actually be a mistake. If you file before all of your statements arrive, you risk errors, amended returns, extra headaches."
Advanced Planning Specialist and Mesirow Wealth Advisor Gary Pattengale talks about tax season.
Gary Pattengale, CFP® | Advanced Tax Specialist
For most individuals, taxes are a burden they hope to minimize. Yet, effective wealth management doesn’t just reduce taxes — it strategically aligns them with a client’s financial goals.
How these plans reduce current tax liability and enhance retirement income.
Richard Korengold attended the Lake County Partners second annual “ Invested Together” event along with fellow board member Angelo Kyle.
Joseph Andre, bottom left, represented Mesirow at the Chase Corporate Challenge. The race benefitted Hope Chicago, who strives to build a more equitable Chicago by sending 30,000 Chicago students and parents through higher-education debt-free over the next decade.
Steve has been recognized by Forbes as a 2025 Best-in-State Wealth Advisor. According to Forbes.com, Forbes Top Advisor rankings evaluate quantitative and qualitative data, weighing factors “such as service models, compliance records and industry experience.”
Steve co-hosted a Business Symposium Event with The Presidents Legacy Council, providing small business owners with important information about organizing their personal and business finances.
ARTREACH is a networking group with an artistic twist. In addition to growing each other’s businesses, they like to explore and share non-profit organizations focused on the arts with friends and colleagues over food, drink and lively conversation.
May 8, 2025 | The team hosted an epic “Bluefin Tuna Breakdown Experience” for clients at Sushi Hall, which included networking with Mesirow estate and tax planning specialists.
September 11, 2024 | For the latest ARTREACH event the group hosted James Sherman. James has been a teacher of playwriting and acting in the Chicagoland area for many years. He joined the group to discuss his creative process as well as what playwriting is all about!
March 14, 2024 | There’s nothing like an evening with friends, colleagues and jazz by TRIO NEXUS. The TRIO is composed of three accomplished musical artists who also perform with the Chicago Jazz Orchestra and NEXUS is what happens when the music they create connects with a contemporary audience.
November 8, 2023 | INTUIT has been Chicago’s destination for “Outsider art” since 1991. The term Outsider refers to the people who make it, as often as it characterizes the art they make: “Powerful art can be found in unexpected places and made by unexpected creators.” Guests had the pleasure of experiencing an amazing collection from INTUIT artists.
February 28, 2023 | Guests at this event enjoyed tales from 2nd Story Chicago, a Chicago-based nonprofit that works with storytellers to craft their stories through workshops/classes, and shares them through unique, live, theatrical experiences across the city.
October 11, 2022 |What a great opportunity to showcase art from the CASE Art Fund, which supports fine art photographers whose projects focus on humanitarian issues and create a positive impact on social awareness, human rights, and education.
Steven Mesirow
Achieving independence: The client, Mrs. Q, hit financial success at 50 years old, earning approximately $1.4 million per year. Prior to this later success, she had no significant savings.
Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions, it is not intended as advice designed to meet the particular needs of an individual investor. Information herein has been obtained from sources which Mesirow believes to be reliable, we do not guarantee its accuracy and such information may be incomplete and/or condensed. All opinions and estimates included herein are subject to change without notice. This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of the information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. | 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. © 2026, Mesirow Financial Holdings, Inc. All rights reserved. Any opinions expressed are subject to change without notice. Past performance is not indicative of future results. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Form ADV Part 2A. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC.
