Minich MacGregor Wealth Management Employee Directory

Q: What is Minich MacGregor Wealth Management known for?

Minich MacGregor Wealth Management was founded in 2009. Minich MacGregor Wealth Management operates in the Investment Management industry.

Investment ManagementUnited States2-10 Employees

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.

Find Minich MacGregor Wealth Management employees' phone numbers or email addresses

Minich MacGregor Wealth Management Global Highlights

North America
11

United States Of America
11

Minich MacGregor Wealth Management's Leadership

J. M.
Owner
Mobile Phone
Email
H. L.
Director Of Trading
Mobile Phone
Email
A. W.
Director Of Client Services
Mobile Phone
Email
P. Y.
Director Of Client Services
Mobile Phone
Email
M. T.
Project Manager
Mobile Phone
Email
A. P.
Financial Planner
Mobile Phone
Email
M. E. P.
System Administator
Mobile Phone
Email
C. L.
Certified Financial Planner
Mobile Phone
Email

Contact profiles from Minich MacGregor Wealth Management

Name

Title

Contact Info

Location

Last Update

J. M.
Owner
Mobile Phone
Email
United StatesNew York
Nov 13, 2025
H. L.
Director Of Trading
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
A. W.
Director Of Client Services
Mobile Phone
Email
United StatesNew York
Oct 17, 2024
P. Y.
Director Of Client Services
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
M. T.
Project Manager
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
A. P.
Financial Planner
Mobile Phone
Email
United StatesNew York
Oct 25, 2025
M. E. P.
System Administator
Mobile Phone
Email
United StatesNew York
Jun 13, 2024
C. L.
Certified Financial Planner
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
A. W.
Registered Associate
Mobile Phone
Email
United StatesNew York
Aug 02, 2024
L. H. M.
Executive Assistant
Mobile Phone
Email
United StatesNew York
Mar 10, 2025

Frequently Asked Questions

What is Minich MacGregor Wealth Management known for?

Minich MacGregor Wealth Management was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 21 Congress St, Saratoga Springs, New York 12866, US; you can contact the main corporate office by phone at

+1-518-499-****

. Explore Minich MacGregor Wealth Management's company overview page for more information.

What is Minich MacGregor Wealth Management's most common email format?

Minich MacGregor Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Minich MacGregor Wealth Management email formats with LeadIQ.

How many employees does Minich MacGregor Wealth Management have currently?

Minich MacGregor Wealth Management has approximately 10 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are Minich MacGregor Wealth Management's key employees and leadership?

As of November 2025, Minich MacGregor Wealth Management's key employees include:

Owner: J. M.
Director Of Trading: H. L.
Director Of Client Services: A. W.
Director Of Client Services: P. Y.
Project Manager: M. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking