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About Our Firm

Your Trusted Advisors

After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm (RIA), in 2009. Since then, they have worked hard to assemble a team of specialists with over 100 years of collective financial services experience.

How We Help

We take a team approach in helping our clients navigate the different life stages. Utilizing decades of experience, some of the industry’s best analytics and software planning tools, helps bring these three stages of your life into focus with a clear, concise roadmap to follow in the years ahead.

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