About Us: Registered Investment Advisory Firm (RIA)

Minich MacGregor Wealth Management (“MMWM”)

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
  • As of December 31, 2016, we manage over $190 million for individuals and businesses.

To learn more about your team at Minich MacGregor Wealth Management, click here.