Mesirow Expands Wealth Management with Price Wealth Acquisition
![Mesirow Expands Wealth Management with Price Wealth Acquisition](https://investorshangout.com/images/blog/ihnews-Mesirow%20Expands%20Wealth%20Management%20with%20Price%20Wealth%20Acquisition.jpg)
Mesirow Expands Wealth Management Services
Mesirow, a prominent independent financial services firm, has taken a significant step forward by acquiring Price Wealth Management, a reputable Registered Investment Advisory (RIA) firm. This strategic acquisition marks an important addition to Mesirow's expanding wealth management services, enhancing their capability to cater to high net worth clients.
Establishing a Local Presence
With this acquisition, Craig Price, a seasoned financial advisor with credentials as a Certified Financial Planner (CFP) and a Certified Trust and Fiduciary Advisor (CTFA), joins Mesirow as a Wealth Advisor. His local expertise is set to establish a deeper presence for Mesirow in the wealth management sector, particularly benefiting clients throughout the Southeast.
Continuing Momentum in the Southeast
The addition of Price Wealth Management continues the trend of Mesirow's growth in the Southeast region. This area has seen a notable increase in Mesirow's presence, particularly with the focus on broadening wealth management and capital market services. The firm plans to grow its team and resources significantly, offering enhanced financial solutions to its clientele.
Commitment to Clients
Brian Price, CEO of Mesirow Wealth Management, expressed enthusiasm about the acquisition, stating, "This transaction aligns with our focus on serving a growing base of wealth management clients, while combining both organic growth and strategic acquisitions in the process."
Adequate Resource Expansion
Joining forces with Craig Price and his team provides Mesirow clients and prospects with access to a wealth advisor with a clear understanding of regional financial planning considerations. This collaboration will expand the firm's investment research resources and enable a more robust service offering to existing and prospective clients.
Future Growth Plans
Mesirow has laid out ambitious goals for the upcoming years, which includes increasing their headcount and extending their reach into the western areas of Florida. The firm envisions opening new offices in strategic locations that will facilitate better service for their clients, thereby increasing their overall market presence in the Southeast.
About Mesirow
Founded in 1937 and headquartered in Chicago, Mesirow is recognized for its independent, employee-owned structure and its commitment to client-centered financial services. The firm prides itself on a tailored approach to wealth management, investment banking, and advisory services. Mesirow has accumulated significant assets under management, boasting over $11.4 billion in assets under advisement, indicative of its strong market position.
Frequently Asked Questions
What is Mesirow's latest acquisition?
Mesirow has acquired Price Wealth Management, enhancing its wealth management services in the Southeast.
Who is Craig Price?
Craig Price is a Certified Financial Planner (CFP) and Certified Trust and Fiduciary Advisor (CTFA) who now serves as a Wealth Advisor for Mesirow.
What are Mesirow's plans for future growth?
The firm aims to grow its workforce and expand its presence in Florida and the greater Southeast region.
How much assets does Mesirow manage?
Mesirow oversees more than $11.4 billion in assets under advisement and over $288.1 billion in total assets under supervision.
What distinguishes Mesirow's approach?
Mesirow emphasizes a personalized approach to financial services, tailored to meet individual client needs and goals.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
Related Articles
- Megan Holdings Ltd Pursues IPO With 1.25M Shares Offered
- Aztec Group Partners with Warburg Pincus for Growth Strategy
- Teleperformance Triumphs with Best Remote Agent Program Award
- Lycoming College Honors Coach Steve Wiser with Locker Room Dedication
- Five Star Bancorp Expands with New Office in San Francisco
- Mercury Insurance Expands Umbrella Coverage for Illinois Residents
- Later Strengthens Leadership with Key Executive Appointments
- Geotab® Transforming Fleet Management for Government Efficiency
- Gray Capital's $112M Multifamily Acquisition Boosting Growth
- IEDC Expands Semiconductor Innovation Efforts with Taipei Office
- Blue Ridge Networks Expands Partnership with Red River
- Jasper Street Launches Activism Defense Practice with New Partners
- Poland's WIG30 Index Declines Amid Commodity Price Falls
- Exploring High-Paying Tech Jobs Without a Degree Path
- ProofPilot Enhances Advisory Board with Michelle Everill's Expertise
- DataFeedWatch by Cart.com Launches Native AI for Feed Management
- Hyundai and Ontario Hyundai Support Hunger Relief with Donation
- Generix Innovates with Major Investment in AI Technology
- Niagara Networks Partners with Softprom to Expand Solutions
- Leinco Technologies Inc. Expands Portfolio with QED Biosciences
- BoomerangFX Expands Innovative Solutions in Asia and Latin America
- Costco to Expand with Four New Locations by End of 2024
- Tilray Brands Strengthens Craft Beer Portfolio with Acquisition
- Sandals Resorts Partners with Leo Burnett for Creative Vision
- Fuel for a Cause: Peninsula Bridge Partners with Shell and Loop
Recent Articles
- Rite Aid Transitions to Private Ownership Post-Bankruptcy
- Chlorinated Polyolefins Market Forecast: Growth Potential Ahead
- Invesco Closes End Funds Boost Dividend Rates for Investors
- Perdue Farms Donates 400,000 Pounds of Chicken for Hunger
- Everclear Extends Token Lock-Up for Sustainable Community Growth
- Leadership Changes at True North Advisors Enhance Strategy
- DataFeedWatch by Cart.com Launches Native AI for Feed Management
- Tiny Traveler Unveils Advanced AI Baby Monitor for Parents
- Portable Projector Market Growth Projections: $2.1 Billion by 2029
- Celebrate the Festive Season at The Ocean Club, Bahamas
- Proteomics Market Projected to Exceed $60 Billion by 2029
- DSCVR Celebrates 1 Million Unique Monthly Visitors Milestone
- Exploring the Projected Growth of the Augmented Analytics Market
- Healthcare Digital Twins Market to Surge 25.70% Growth Rate
- Park Street A/S Announces Significant Shareholding Changes
- Assisted Living Locators' Inspiring Initiative for Alzheimer's Month
- Front Opening Unified Pods Market Set to Reach $93.73 Million
- Significant Growth in Methanol Market Projected by 2033
- Avenue Therapeutics Announces Participation in Investor Conferences
- Century Lithium Reports High Purity Lithium Carbonate Results
- Blitz Selects Magnite as Preferred SSP for Programmatic Growth
- Nokia's Strategic Fibre Network Deal with AT&T
- Affimed Names Shawn M. Leland New CEO to Drive Growth
- ProKidney Accelerates Phase 3 Rilparencel Development for CKD
- PharmaCorp Strengthens Position with New Pharmacy Acquisition