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401k Advice

Wondering if your 401k is being actively managed & protected in a bear market? Discover personalized advice & proactive risk management with our 401k Advisory Service.

At Minich MacGregor Wealth Management, we provide advice tailored to your specific financial situation, coupled with an appropriate growth strategy and a proactive risk management process. We can work with any participant, with any plan (401k, 403b, 457, etc.), at any employer.

Real Advice for Your 401k

Do you know…

  • What the best asset allocation for your 401k account is right now?

  • Whether you should be in defensive or growth mode right now?

  • Which funds in each asset class are currently performing better in your plan?

  • How the fund options in your 401k account relate to your retirement assets outside of the plan?

Do you wonder…

  • Am I receiving personalized advice from my 401k provider?

  • Is my 401k being actively and proactively managed?

  • Is it enough to protect my nest egg in the event of a bear market?

  • Can I protect my hard-earned savings while ensuring the growth needed to achieve my retirement goals?

The answer is our 401k Advisory Service. Talk to an advisor today to take control of your financial future and make the most of your plan.

Empowering Your 401k Decisions

Unlock the Potential of Your 401k

We provide personalized advice tailored to your specific financial situation. This is coupled with an appropriate growth strategy and a proactive risk management process. Our services extend to all participants, regardless of the plan type or employer. We’re here to help you make the most of your 401k, 403b, 457, TIAA CREF, or Federal Thrift Savings Plan.

Your Financial Advisors

James Minich

RIA Principal,
Portfolio Manager

Jason MacGregor

RIA Principal,
Portfolio Manager

Cory Laird


Mark Landau


Andrew Pallas


Related Topics

Retirement Planning

Our retirement planning services are designed to help you navigate the path to a secure and fulfilling retirement, ensuring you can enjoy the lifestyle you envision.

Portfolio Management

We proactively manage portfolios, making decisions by assessing risk tolerance, performance, investment mix, market sectors, asset allocation, and client goals.

Financial Planning

We take a holistic approach to financial planning that takes into account your stage of life, your goals and how one financial decision can impact the next decision.