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Ways We Help You

enjoy your money

Let us help you:

  • Plan your financial future
  • Invest with confidence
  • Improve your financial situation

We want to help take the focus off worrying about money and allow you to focus on enjoying your money.

Fill out the form so we can send you the list of Minich MacGregor Wealth Management's 35 Ways We Helps You Work Toward Your Goals.

Thank you for your interest in how we can help you.

Please contact us if you have any questions or if you need assistance.

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.