Jason MacGregor

Owner at Minich MacGregor Wealth Management

Role: Owner at Minich Macgregor Wealth Management
Location: Saratoga Springs, NY, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Owner
Minich Macgregor Wealth Management
Sep 2009 — Present · Saratoga Springs, NY, US
MMWM is a Registered Investment Advisory Firm that specializes in the active management of personal and retirement assets. We provide proactive investment advice and financial planning services. Areas of focus are 401(k) rollovers and advice for people participating in their 401(k), 403(b) or 457 accounts.

Education

Syracuse University
BA
1989 — 1993

Skills

Wealth Management
Investments
Asset Management
Investment Advisory
Financial Planning
Retirement Planning
401k
Portfolio Management

Contact information

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Work email
•••••@mmwealth.com
Personal email
•••••@•••••.com
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Current company

Minich Macgregor Wealth Management

Investment Management · 10 employees · Founded 2009 · Saratoga Springs, New York, United States

We actively manage retirement money for individuals and businesses. We provide financial planning and investment management, working hard to grow your money when the markets are going up and equally as hard to protect from losses when the markets are going down. 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 * Certified Financial Planners Disclosures: Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.

mmwealth.com

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Experience

Owner

Education

Syracuse University

Skills

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