About Us: Registered Investment Advisory Firm (RIA)

Minich MacGregor Wealth Management (“MMWM”)

About us – 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.

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