Mesirow Expands Wealth Management Services
Mesirow, a well-known independent financial services firm, has made a significant move by acquiring Price Wealth Management, a respected Registered Investment Advisory (RIA) firm. This strategic acquisition enhances Mesirow's wealth management services, allowing them to better serve high net worth clients.
Establishing a Local Presence
As part of this acquisition, Craig Price, an experienced financial advisor with credentials as a Certified Financial Planner (CFP) and a Certified Trust and Fiduciary Advisor (CTFA), will join Mesirow as a Wealth Advisor. His local expertise will help Mesirow establish a stronger presence in the wealth management sector, particularly benefiting clients across the Southeast.
Continuing Momentum in the Southeast
The integration of Price Wealth Management is a continuation of Mesirow's growth in the Southeast region. This area has experienced a notable increase in Mesirow's activities, especially with a focus on expanding wealth management and capital market services. The firm has plans to significantly grow its team and resources, providing enhanced financial solutions to its clients.
Commitment to Clients
Brian Price, CEO of Mesirow Wealth Management, shared his 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
Partnering with Craig Price and his team offers Mesirow clients and prospects access to a wealth advisor who understands the unique financial planning needs of the region. This collaboration will enhance the firm's investment research capabilities and allow for a more comprehensive service offering to both existing and potential clients.
Future Growth Plans
Mesirow has set ambitious goals for the coming years, which include increasing their workforce and expanding their reach into the western regions of Florida. The firm plans to open new offices in strategic locations to provide better service to their clients, ultimately increasing their market presence in the Southeast.
About Mesirow
Founded in 1937 and headquartered in Chicago, Mesirow is known for its independent, employee-owned structure and commitment to client-focused financial services. The firm prides itself on a customized approach to wealth management, investment banking, and advisory services. With over $11.4 billion in assets under advisement, Mesirow has established a strong position in the market.
Frequently Asked Questions
What is Mesirow's latest acquisition?
Mesirow has acquired Price Wealth Management, which enhances 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 expand its workforce and increase 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 the individual needs and goals of each client.
