Minich MacGregor Wealth Management is an independent investment management firm providing personalized financial planning and investment management solutions to individuals, families, and businesses. Being an independent firm allows us to focus on what is most important, serving our clients and meeting their needs. We are registered with the U.S. Securities Exchange Committee as a Registered Investment Advisor.
Separately, Minich MacGregor Wealth Management is also registered with the Broker/Dealer Purshe Kaplan Sterling. This affords us the ability to offer a broad range of services when a non fee based relationship is more suitable.