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Minich MacGregor Wealth Management Employee Directory

Investment ManagementNew York, United States2-10 Employees

Minich MacGregor Wealth Management is an independent investment advisory firm focused on retirement planning and asset management for individuals and businesses. It combines financial planning with investment management to pursue growth when markets rise and risk mitigation when they fall. Founded in 2009 by James Minich and Jason MacGregor after more than two decades at Morgan Stanley Smith Barney, the firm emphasizes its independence as a way to offer a broader range of financial solutions.

Based in Saratoga Springs, New York, the practice is small in scale and relies on professionals with CFP credentials alongside a fee-based advisory model. In 2025, the firm announced an update to its monthly newsletter, signaling ongoing efforts to improve client communications.

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

Minich MacGregor Wealth Management Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Minich MacGregor Wealth Management's Leadership

  • Owner at Minich MacGregor Wealth Management
    J. M.
    Owner
    Mobile Phone
  • Director Of Trading at Minich MacGregor Wealth Management
    H. L.
    Director Of Trading
    Mobile Phone
  • Director Of Client Services at Minich MacGregor Wealth Management
    A. W.
    Director Of Client Services
    Mobile Phone
  • Director Of Client Services at Minich MacGregor Wealth Management
    P. Y.
    Director Of Client Services
    Mobile Phone
  • Project Manager at Minich MacGregor Wealth Management
    M. T.
    Project Manager
    Mobile Phone
  • Financial Planner at Minich MacGregor Wealth Management
    A. P.
    Financial Planner
    Mobile Phone
  • Certified Financial Planner ™ at Minich MacGregor Wealth Management
    B. S.
    Certified Financial Planner ™
    Mobile Phone
  • System Administator at Minich MacGregor Wealth Management
    M. E. P.
    System Administator
    Mobile Phone

Minich MacGregor Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Program & Project Management
  • Other

Contact profiles from Minich MacGregor Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at Minich MacGregor Wealth Management
    J. M.
    Owner
    Mobile Phone
    United States, New York
    Jun 08, 2026
  • Director Of Trading at Minich MacGregor Wealth Management
    H. L.
    Director Of Trading
    Mobile Phone
    United States, New York
    Apr 14, 2026
  • Director Of Client Services at Minich MacGregor Wealth Management
    A. W.
    Director Of Client Services
    Mobile Phone
    United States, New York
    Oct 17, 2024
  • Director Of Client Services at Minich MacGregor Wealth Management
    P. Y.
    Director Of Client Services
    Mobile Phone
    United States, New York
    May 30, 2026
  • Project Manager at Minich MacGregor Wealth Management
    M. T.
    Project Manager
    Mobile Phone
    United States, New York
    Jun 08, 2026
  • Financial Planner at Minich MacGregor Wealth Management
    A. P.
    Financial Planner
    Mobile Phone
    United States, New York
    May 12, 2026
  • Certified Financial Planner ™ at Minich MacGregor Wealth Management
    B. S.
    Certified Financial Planner ™
    Mobile Phone
    United States, New York
    Jan 27, 2026
  • System Administator at Minich MacGregor Wealth Management
    M. E. P.
    System Administator
    Mobile Phone
    United States, New York
    May 31, 2026
  • Certified Financial Planner at Minich MacGregor Wealth Management
    C. L.
    Certified Financial Planner
    Mobile Phone
    United States, New York
    Jun 08, 2026
  • Registered Associate at Minich MacGregor Wealth Management
    A. W.
    Registered Associate
    Mobile Phone
    United States, New York
    Aug 02, 2024

Frequently Asked Questions

What is Minich MacGregor Wealth Management known for?

Minus sign iconPlus sign iconMinich MacGregor Wealth Management was founded in 2009 and operates in the Investment Management industry. You can contact Minich MacGregor Wealth Management's 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?

Minus sign iconPlus sign iconMinich MacGregor Wealth Management employees' email format typically follows the pattern of First@mmwealth.com. 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?

Minus sign iconPlus sign iconMinich MacGregor Wealth Management has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 2026, 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.

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