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Direct Investment  + M&As  + RIAs & Financial Advisors  + Wealth Management  | 

Mesirow Grows Florida Wealth Management Footprint 

Mesirow Wealth Management, the wealth division of Mesirow, has acquired Price Wealth Management, a Stuart, FL-based registered investment advisor for high-net-worth individuals and families. 

Craig Price, founder and CEO of Price Wealth Management, joins Mesirow Wealth Management as a managing director and wealth advisor. Nancy Zehr, senior client relationship specialist, has also joined the firm. 

“We are excited to join Mesirow Wealth Management and know that our business philosophy and personal values are well aligned with the company’s culture,” said Craig Price. 

The transaction builds on Chicago-based Mesirow’s footprint in the state, which also includes offices in Miami and Boca Raton. 

Mesirow said that over the next several years it plans to increase headcount, with an initial focus on wealth management and capital markets, while also expanding its presence along the west coast of Florida. Further out, it aims to grow across the greater Southeast region to expand organically and through opportunistic, complementary lift-ins and bolt-on acquisitions. 

Mesirow Wealth Management has more than $11.4 billion in assets under management and advisement, and Mesirow overall has $288.1 billion in assets under supervision. 

Price Wealth Management was represented by DeVoe & Company. 

Pictured: Craig Price 

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Inside The Story

Mesirow Wealth ManagementPrice Wealth Management

About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.