Minich MacGregor Wealth Management

Minich MacGregor Wealth Management

Investment Management Saratoga Springs, New York, United States 9 employees
Employees
9
Contacts
2
Emails
2
Phones
1

Minich MacGregor Wealth Management Overview

Headquarters
Saratoga Springs, New York, United States
Phone Number
Available in AeroLeads
Website
mmwealth.com
Industry
Investment Management
Employees
9
Founded
2009
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Minich MacGregor Wealth Management

We actively manage retirement money for individuals and businesses. We provide financial planning and investment management, working hard to grow your money when the markets are going up and equally as hard to protect from losses when the markets are going down. After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded their own independent Registered Investment Advisory firm – Minich MacGregor Wealth Management. They recognized that being independent provided them with an opportunity to offer a more diversified range of financial solutions to their clients. * More than 50 years in the financial / investment industry * Family business * MMWM was founded in 2009 * Fee based investment advisors * Certified Financial Planners Disclosures: Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.

Minich MacGregor Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Minich MacGregor Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Hayden Labelle, Aif® Director of Trading at Minich Macgregor
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Michele Tellstone Chief Compliance Officer & Project
Email
Jason Macgregor Owner at Minich Macgregor Wealth
Email Phone
Mary Ellen Peek Systems Manager
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Employees by Management Level

Executive 2 profiles
Director 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 1

Minich MacGregor Wealth Management Tech Stack

Cloud / infrastructure 1 profile

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