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

Auto Enrollment for 401k participants is good – paired with Auto Escalation it’s even better.

July 30, 2015 mmwealth 0

Auto Enrollment for 401k participants is good – paired with Auto Escalation it’s even better. Over the past few years, we have seen a marked […]

Your employees want 401k help that you and your broker can’t give.

July 7, 2015 mmwealth 0

Your employees want 401k help that you and your broker can’t give. As fiduciary advisors, we talk to hundreds of 401k participants each year both individually […]

What’s the Parasitic Drag on Your 401k Plan?

June 17, 2015 mmwealth 0

What’s the Parasitic Drag on Your 401k Plan? When we do a benchmark analysis on a 401k plan, we are always looking for factors that […]

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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

  • September 5, 2022
    • - Labor Day - Office Closed- Labor Day - Office ClosedMarket Closed
  • September 20, 2022
    • Medicare Planning Webinar
      12:00 pm - 1:00 pm
      Medicare Planning WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • September 22, 2022
    • Medicare Planning Webinar
      5:00 pm - 6:00 pm
      Medicare Planning WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/

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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