Speak with an Advisor 1-518-499-4565

Looking for advice or a second opinion?

We are here to help you achieve your financial and retirement goals.

Navigate the Stages

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:

  • Financial Planning
  • Portfolio Management
  • Advice for 401k plans

Financial Advisors

After 22 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.

 

 


Please fill out the form below and we will contact you shortly.

Let us know how we can help you.

How did you hear about Minich MacGregor Wealth Management?

We do not share your information!

 

Financial Planning

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.

Portfolio Management

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.

401k Advice

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.