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PUBLIC-SOURCE PROFILE

Brian J. Lorber

Senior Managing Director, Wealth Advisor

Mesirow Wealth Management

Highland Park, Illinois

BACKGROUND & PLANNING FOCUS

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Lorber creates financial plans that coordinate investment, estate, charitable, and income-tax considerations for affluent clients. He also serves on Mesirow's Wealth Management Investment Committee.

Wealth managementFinancial planningEstate planning
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BEFORE YOU MAKE A DECISION

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  • In what capacity would you work with me, and when would you act as a fiduciary?
  • What would I pay, including commissions, product costs, and any referral fees?
  • Who holds my assets, and how would we communicate and measure progress?

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SOURCES & FRESHNESS

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Profile assembled from published professional sources. Details can change; use the original source to confirm.

Advisor office, listed on his self-provided Forbes profile

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