Meet your Mesirow Wealth Management team
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.
Our team's governing principles
Our team has been working together to help created customized financial plans for multi-generational families for 15 years. During that time, we have endeavored to remain true to our team's governing principles.
- We treat our clients’ investments with the same care and attention we treat our own.
- We will remain significant investors in the same investment strategies we recommend to our clients.
- We will adhere to a strict investment philosophy. We will not be swayed by emotions, fads or a herd mentality.
- We will avoid conflicts of interest.
- We will continuously enhance our efforts to provide high-quality service to our clients.
- We will communicate with our clients candidly. We will emphasize not only our successes, but also openly discuss our mistakes.
- We will educate our clients about our investment approach and the financial markets.
- We will provide our clients with realistic expectations for investment returns.
- We will be honest with our clients in our assessment of their ability to achieve their financial goals.
- We will manage our own financial affairs in a conservative manner to avoid having any outside financial pressures cloud or influence our advice to clients.
- We will measure our success by our ability to help our clients achieve their financial goals.
Bill Robbins’ radio appearances
We invest in what matters
For many years, our team has supported the National Military Family Association. For more than 50 years, the National Military Family Association (NMFA) has been on a mission to stand up for, support, and enhance the quality of life for every military family through bold advocacy, innovative programming, and dynamic and responsive solutions.
Plan ahead
By William A. Robbins, CFP®
Three tips to plan for the 2026 for the "sunset" of the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017. This legislation went into effect in 2018 and it impacted nearly every part of the tax code. However, one of its most unique features is its “sunset” in 2026, at which point most of the changes to the tax rules revert to their 2017 levels. Although 2026 is still more than two years away, there are a few strategies that you can use now to take advantage of the current rules before they lapse.
Market volatility can create tax-smart opportunities
Although periods of market volatility can often create investor anxiety, the gains and losses incurred during up and down markets can be leveraged to work together to minimize the taxes investors pay on capital gains. Through a practice called “tax loss harvesting,” a savvy investor and wealth advisory team can strategically reduce federal tax liabilities without impacting long-term investment plans.
3 ways to protect yourself from online theft and fraud
With our increased dependency on internet-based online solutions, it is important to keep your information safe and secure. Three ways to do this include using multi-factor authentication, creating secure passwords and protecting your personal information.
Long-term care is a reality for most. Here’s how you can be ready.
Seventy percent of people turning age 65 will need some type of severe long-term services and support in their lifetime.1 The goal is to be prepared so, if you turn out to be one of them, it doesn’t derail your overall financial plan.
Your guide to 529 college savings plan withdrawals
Each fall, many of our clients’ children and grandchildren begin their college experience. As we guide these families from the accumulation phase through the use of their college savings, we’ve found that it has been helpful to hare some key ideas.
Tax reform expands the flexibility of 529 plans
Section 529 College Savings Plans — commonly referred to as simply “529 Plans” — were introduced in their current form in 2001. Since this time, these plans have been used by families to save and invest for their children’s and grandchildren’s college educations.
A lifetime of financial planning advice
Our clients often share with us that the number one thing they value about our relationship is that as their needs and objectives change over time, we are able to help them navigate through those changes and update their strategy accordingly.
Planning strategies for required minimum distributions
Tax-advantaged investment accounts are an invaluable tool for the management of our clients’ wealth. These vehicles shelter ongoing investment growth from taxes, and may provide a tax benefit for contributions or withdrawals.
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. ©2024, 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.