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, 2018, we manage over $240 million for individuals and businesses.
To learn more about your team at Minich MacGregor Wealth Management, click here.