Wealth Management
We connect our clients to what matters today and across generations through personal, comprehensive wealth planning.
“Every financial decision begins with what matters most to you and your family. We listen first, then establish a plan.”
Life changes. So does your plan.
Our Wealth Advisors guide you through life’s changes with personalized planning, while also delivering education and insights to increase your confidence every step of the way.
Life events
Rely on professional advice as life evolves.
Financial education
Learn the essentials to build lasting wealth.
Market insights
Get timely perspectives on market trends.
Retirement
Plan, prepare and thrive in the retirement you envision.
Benefit from our personalized approach
Comprehensive wealth planning
Expert investment selection
Exceptional service
Trusted and recognized
"The third age is a twenty year life bonus."
Gregg Lunceford: "Be It Till You See It" podcast
Gregg Lunceford appeared on the Be It Till You See It podcast where he discussed how retirement planning extends beyond financial strategies to include identity, purpose, and structure.
“Don't do things simply because the textbook says it's the right way.”
Jeff Condren: “Aligned Money” podcast
Jeff Condren covers easing financial overwhelm, finding peace of mind, paying for college, planning for retirement and how to get started.
“Investment choices should reflect your life, not your age.”
Jeff Condren: “Influential Entrepreneur” podcast
Jeff Condren discusses how personalized financial planning helps families navigate market changes and major life decisions with clarity, confidence and a plan that evolves.
Crain's 2026 Top Firm Award
Mesirow Wealth Management has again been ranked on Crain’s Chicago Business’ 2026 Largest Wealth Management firms in the Chicago area list. This recognition reflects the strength of our growing Wealth Management business.
Advisor excellence. Client success.
Our ongoing growth and frequent industry recognition strengthen every client relationship.
