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.
View Top Employees from Minich MacGregor Wealth ManagementWebsite | http://www.mmwealth.com |
Revenue | $1 million |
Employees | 11 (11 on RocketReach) |
Founded | 2009 |
Address | 21 Congress St, Saratoga Springs, New York 12866, US |
Phone | (518) 499-4565 |
Fax | (518) 430-0090 |
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Industry | Investment Management, Finance General, Finance |
Web Rank | 33 Million |
Keywords | For Eveery Action There Is A Reaction In Finance |
Competitors | Hull Wealth Management, Stockade Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Minich MacGregor Wealth Management employee's phone or email?
The Minich MacGregor Wealth Management annual revenue was $1 million in 2024.
Jason MacGregor is the Owner of Minich MacGregor Wealth Management.
11 people are employed at Minich MacGregor Wealth Management.
Minich MacGregor Wealth Management is based in Saratoga Springs, New York.
The NAICS codes for Minich MacGregor Wealth Management are [5239, 52393, 52, 523].
The SIC codes for Minich MacGregor Wealth Management are [62, 628].