After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm (RIA), in 2009. Since then, they have worked hard to assemble a team of specialists with over 100 years of collective financial services experience.
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.
Join us on LinkedIn and Facebook for exclusive insights into wealth management strategies, investment trends, and financial wisdom. Follow our page to stay informed and be a part of our wealth-focused community.
