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Wealth Management

We connect our clients to what matters today and across generations through personal, comprehensive wealth plans.

Life events

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accolades | case studies

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Unique clients require unique solutions.

Because we know that your story is both unique and dynamic, we listen intently and communicate regularly, building relationships that last years and across generations. We work with you to build a  comprehensive plan that benefits from expert investment advice and evolves over time.   

Learn more about our approach 

Investing in what matters

Mesirow Wealth Management has been serving individuals and families with purpose and professionalism for 88 years. We move in unison with our clients toward shared goals. Watch this short video to learn more.

Do you have questions a Wealth Advisor can help with ?

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Announcements

Welcome Ashley to Mesirow!

Ashley Crotwell headshot

We are excited to announce Ashley Crotwell has joined our team! Ashley brings a wealth of knowledge and a personalized approach to financial planning, along with many years of charitable work and a strong philanthropic ethic. We are confident that her expertise will continue to drive success for our Florida clients, and we are thrilled to welcome her to the team.

Learn more about Ashley

Forbes Top Next-Gen Advisors

Forbes

Wealth Advisors Jeffrey Condren, CFP® and Brian Lorber, CFP® have been named 2024 Best-in-State Top Next-Gen Wealth Advisors by Forbes. According to Forbes.com, “We believe... 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.”

Read the press release

Welcome to the team

Craig Price and Nancy Zehr

As part of our ongoing focus on geographic expansion, organic growth, and continued momentum through acquisitions in the wealth management space, we are pleased to announce that Craig Price, CFP®, CTFA , and Nancy Zehr, CTFA, have joined Mesirow Wealth Management.

Read the press release

Resources to help you plan 

Interested in bringing your retirement into focus?

Brochure cover titled Bringing retirement into focus: Four steps toward retiring early and well

Get the guide that can help you determine when your prime time to retirement is.

Download now

Are you ready to make the most of your peak earning years?

If you're at the stage of life where you're trying to accumulate and grow your wealth, how can you be sure you're making the most of these two advantages?

If you're at the stage of life where you're trying to accumulate and grow your wealth, how can you be sure you're making the most of these two advantages?

Download now

Are you prepared to leave your legacy?

Brochure cover titled Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy

Our guide “Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy” is designed to help you begin that journey and to give you a roadmap to making a legacy plan a reality.

Download now

Financial planning insights

Advisor perspectives

As your needs and objectives change over time, we’re here with facts, updates and personalized guidance. Check out some of the most popular perspectives from our Knowledge Center.

Explore our Knowledge Center

Be safe out there

How to protect yourself from online financial theft

read more

Mesirow Monday on WGN radio

Tiffany Irving discussed how now is a good time for a financial check-up.

Listen here

Mesirow Minute Videos

Mesirow wealth advisors share insights about a variety of financial planning topics

Watch now

Financial planning newsletter

Our quarterly Connections features key financial planning topics

Read more

Market insights

Recent updates

What's happening in the markets and economy

Updates from the research team

High level overview of equity, fixed income and commodities markets

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Market Observations

What the experts are saying about recent investment trends

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Barron's Advisor Top 100 RIA Firms 2023

Join our 88-year legacy

Mesirow Wealth Management is the firm's founding capability.

Based in Highland Park and Chicago, IL, we are the initial namesake business of Norman Mesirow, whose vision was to serve with purpose, applying the highest standards of professionalism as we advise individuals and families on their most important life goals. More than eight decades later, we measure our client relationships in years, and often generations, as we move in unison with our clients toward shared goals.

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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.