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

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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The Fiduciary File

Board Members – You might be on the hook for more than you thought.

October 31, 2016 mmwealth 0

Board Members – You might be on the hook for more than you thought. Investment Committees and Boards of Directors as Fiduciaries of Retirement Plans. Recently, […]

Am I really going to get sued over my 401k fees?

September 13, 2016 mmwealth 0

Am I really going to get sued if my 401k fees are too high? The financial news is not often “abuzz” with stories about the […]

New DOL Fiduciary Rule – Butchers and Dieticians

May 24, 2016 mmwealth 0

New DOL Fiduciary Rule – Butchers and Dieticians We were talking to a client last week and he asked about the new Department of Labor […]

401k sponsors – survey shows you might be missing the boat..

December 18, 2015 mmwealth 0

401k sponsors – survey shows you might be missing the boat. A recent survey conducted by TD Ameritrade found 401k sponsors that utilize the services […]

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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

  • February 7, 2023
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/
  • February 9, 2023
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/
  • February 20, 2023
    • - Washington's Birthday - Office Closed- Washington's Birthday - Office ClosedMarket Closed
  • March 23, 2023
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/

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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