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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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Market

River water flows through valleys

Investing Like Water

October 4, 2022 Minich MacGregor Wealth Management 0

We are always on the lookout for opportunities to invest your money where it will do the most good.  Like water, we try to follow the path of least resistance, adapting our approach to the lay of the land.

Dow and S&P

Questions You Were Afraid to Ask #2

August 4, 2022 Minich MacGregor Wealth Management 0

We recently started a new series of posts called “Questions You Were Afraid to Ask.”  Each month, we will look at a common question that […]

What You Need to Know About Q1

April 12, 2022 Minich MacGregor Wealth Management 0

“Markets had a rocky start to the year, and it’s hard to predict what could happen in the months to come.”

Crystal Ball

2022 Crystal Ball

January 6, 2022 Minich MacGregor Wealth Management 0

Welcome to 2022! May it bring us peace, prosperity, and a whole lotta love. And some greater certainty about what lies ahead. This post includes […]

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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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