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.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 21 Congress St, Saratoga Springs,new York 12866,united States
- Phone
- +1 518-499-4565
- in****@****lth.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- mmwealth.com
- Keywords
- Portfolio Management, 401(k) Advice, Retirement Planning, Educational Workshops, 401k Plans, IRA, Roth IRA, Investment Advice, Investment Management, IRA Rollover, 401k Rollover, SIMPLE IRA, Financial Planning, Social Security Maximization, Tax Minimization Strategy, Medicare, Social Security, Roth Conversions, CFP.
- HQ
- Saratoga Springs, New York
Minich Macgregor Wealth Management Questions
Minich Macgregor Wealth Management's helpline number is +1 518-499-4565
Minich Macgregor Wealth Management's website is mmwealth.com
Minich Macgregor Wealth Management's LinkedIn profile is https://www.linkedin.com/company/minich-macgregor-wealth-management
Minich Macgregor Wealth Management has
9 employees.
View email and phone details for 9
employees at Minich Macgregor Wealth Management.
Minich Macgregor Wealth Management's industry is
Investment Management
Minich Macgregor Wealth Management's top competitors are
Sanford Family Financial Of Wachovia Securities,
Prime Group Holdings, Llc,
Long Planning,
Ire Group,
Provision Wealth Management,
Curran Wealth Management,
Commercial Capital Training Group,
Prime Holdings,
Family Cfo, Llc,
Ire Investment.
Minich Macgregor Wealth Management's support email address is info@mmwealth.com
Minich Macgregor Wealth Management's categories are Investment Management
Minich Macgregor Wealth Management's founding year is 2009
