Who We Are
Jim Minich and Jason MacGregor are the principals of Minich MacGregor Wealth Management.
Jim has been in the financial services industry since 1987 and Jason got his start in 1993.
After being with Morgan Stanley Smith Barney (and its predecessor firms) for many years Jim
and Jason have created their own independent firm. Collectively Jim and Jason have 33 years
of experience. Jim and Jason both hold their Series 7, 63 and 65 licenses.
Our physical offices are located in Saratoga Springs, New York.
Jim is a runner and enjoys spending time with his wife Phyllis and their children and grandchildren.
Jason enjoys playing basketball, golf and spending time with his wife Martha and three children Colin, Kate and Erin. Jason is active in the Saratoga Springs community. He is a charter member and past president of the Wilton Rotary Club and serves on the Board of Directors of the YMCA of Saratoga, serving on both the executive and finance committees.
Alexis White is a Registered Associate. Alexis has been in the financial services industry since 1998. She holds her Series 7 & 63 licenses. Her role is to assist clients and communicate administrative enhancements that facilitate client service. When not in the office Alexis enjoys spending time with her husband Kevin and son Connor, hiking, and spending time in the Adirondacks.