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James Minich

James Minich, Juris Doctor

RIA Principal, Portfolio Manager

Saratoga Springs, NY

Jim Minich has been working as a Financial Advisor since 1987 and worked for one of the world’s largest Wall Street brokerage firms before becoming co-owner of Minich MacGregor Wealth Management in 2009. Jim is one of the firm’s Portfolio Managers. He earned his Bachelors of Arts from Furman University and his Juris Doctorate from the University of San Diego’s School of Law. He splits his time living in St. Augustine, Florida and Spring Green, Wisconsin with his wife Phyllis and enjoys an active lifestyle biking, running and swimming.


  • Bachelors of Arts, Furman University
  • Juris Doctorate, University of San Diego’s School of Law

Areas of Expertise

  • Series 65

  • Life and Health Insurance