Speak with an Advisor 1-518-499-4565
We take a team approach in helping our clients navigate the different life stages. Utilizing decades of experience, some of the industry’s best analytics and software planning tools, helps bring these three stages of your life into focus with a clear, concise roadmap to follow in the years ahead.
What We Do
Some of our services include:
After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm (“RIA”), in 2009. Since then, they have worked hard to assemble a team of specialists with over 100 years of collective financial services experience.
We take a holistic approach to financial planning that takes into account your stage of life, your goals and how one financial decision can impact the next decision, the next, and so on.
The decisions we make for our clients are based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation and client objectives.
We will give you personalized advice, tailored to your specific financial picture AND employ an appropriate growth strategy combined with a proactive risk management process.