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Minich macgregor financial advisors in Saratoga Springs NY

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
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Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
financial advisors relax image

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
Minich macgregor Capital Region financial advisors walk the dog

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
minich macgregor financial advisors enjoy

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
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Learn More
Find Out Now
Retirement Planning & Wealth Management You Can Count On

Minich MacGregor Wealth Management is an independent financial planning and wealth management firm headquartered in Saratoga Springs, New York, serving individuals, families, and business owners locally and across the country.

The firm provides personalized financial planning, investment management, retirement income planning, and wealth preservation strategies tailored to each client’s goals and circumstances. Minich MacGregor Wealth Management emphasizes long-term relationships, thoughtful guidance, and ongoing support to help clients make informed financial decisions through every stage of life.

If that big day
is within view…

Are your co-workers starting to plan your retirement party behind your back? Do you have at least $500k saved for your future?

Our financial advisors can help guide you toward a successful strategy for making your money last well into your golden years.

“This is a great choice if you’re seeking financial guidance and advice. Very glad we found them; they have done a great job for us so far in our five year relationship. I only wish we had met with them in our 50s, rather than just before our retirement. Better later than never!”

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How We Help

Navigate the Stages with Us

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.

Create a roadmap

Financial News that Matters to You

Hand-Selected by Our Financial Advisors

The team at Minich MacGregor is constantly in touch with the financial markets, keeping you updated with topics that affect your assets, such as:

  • Financial Planning

  • Portfolio Management

  • 401K Advice

  • Market Analysis

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Sign Up for Our Newsletter:The Retirement Road

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RESOURCES

Download Our
FREE Report

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Are you ready for retirement?

Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report highlighting 5 common retirement mistakes. We hope this report can guide you through your concerns about your retirement income.

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Frequently Asked Questions

Do you work with clients outside New York?

Yes. While Minich MacGregor Wealth Management is headquartered in Saratoga Springs, New York, we work with clients throughout the United States through virtual and in-person meetings

Do I need to be retired to work with MM Wealth?

No. Many of our clients are within 5–15 years of retirement and are seeking guidance on retirement income, investments, Social Security, and tax planning.

What makes a fiduciary different?

As a fiduciary, we are obligated to act in our clients’ best interests when providing investment advice.

Can you help with my 401(k) even if it’s not managed by your firm?

Yes. We can provide guidance on employer-sponsored retirement plans as part of a comprehensive financial planning process.

Frequently Asked Questions

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