Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

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Home35 Ways We Help You Work Toward Your Goal

35 Ways We Help You Work Toward Your Goal

What Clients are Saying

“Thank you so much for the very thoughtful retirement gift! That was very sweet of you! 🙂

I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!” – Jim & Amy

Upcoming Events

March 28, 2023
- Retirement Planning Seminar
  6:15 pm - 7:45 pmRetirement Planning SeminarTime: 6:15 pm - 7:45 pm
  View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/
April 7, 2023
- - Good Friday - Office Closed- Good Friday - Office ClosedMarket Closed
April 18, 2023
- Tax Planning Webinar
  2:00 pm - 3:00 pmTax Planning WebinarTime: 2:00 pm - 3:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/
April 20, 2023
- Tax Planning Webinar
  5:00 pm - 6:00 pmTax Planning WebinarTime: 5:00 pm - 6:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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Make the right moves to ensure that you go into retirement in the right tax bracket.

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