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Minich MacGregor Wealth Management Employee Directory

Investment ManagementNew York, United States2-10 Employees

Minich MacGregor Wealth Management is an independent investment advisory firm focused on retirement planning and asset management for individuals and businesses. It combines financial planning with investment management to pursue growth when markets rise and risk mitigation when they fall. Founded in 2009 by James Minich and Jason MacGregor after more than two decades at Morgan Stanley Smith Barney, the firm emphasizes its independence as a way to offer a broader range of financial solutions.

Based in Saratoga Springs, New York, the practice is small in scale and relies on professionals with CFP credentials alongside a fee-based advisory model. In 2025, the firm announced an update to its monthly newsletter, signaling ongoing efforts to improve client communications.

Find Minich MacGregor Wealth Management employees' phone numbers or email addresses

Minich MacGregor Wealth Management Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Minich MacGregor Wealth Management's Leadership

  • Stylized image of a person
    J. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. L.
    Director Of Trading
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. Y.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Project Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Certified Financial Planner ™
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E. P.
    System Administator
    Phone icon
    Mobile Phone

Minich MacGregor Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Program & Project Management
  • Accounting
  • Other

Contact profiles from Minich MacGregor Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Owner
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    H. L.
    Director Of Trading
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    A. W.
    Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 17, 2024
  • Stylized image of a person
    P. Y.
    Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesNew York
    May 30, 2026
  • Stylized image of a person
    M. T.
    Project Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    A. P.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew York
    May 12, 2026
  • Stylized image of a person
    B. S.
    Certified Financial Planner ™
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 27, 2026
  • Stylized image of a person
    M. E. P.
    System Administator
    Phone icon
    Mobile Phone
    United StatesNew York
    May 31, 2026
  • Stylized image of a person
    C. L.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    A. W.
    Registered Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Aug 02, 2024

Frequently Asked Questions

What is Minich MacGregor Wealth Management known for?

Minus sign iconPlus sign iconMinich MacGregor Wealth Management was founded in 2009 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-518-499-****
. Explore Minich MacGregor Wealth Management's company overview page for more information.

What is Minich MacGregor Wealth Management's most common email format?

Minus sign iconPlus sign iconMinich MacGregor Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Minich MacGregor Wealth Management email formats with LeadIQ.

How many employees does Minich MacGregor Wealth Management have currently?

Minus sign iconPlus sign iconMinich MacGregor Wealth Management has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Minich MacGregor Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Minich MacGregor Wealth Management's key employees include:

  • Owner: J. M.
  • Director Of Trading: H. L.
  • Director Of Client Services: A. W.
  • Director Of Client Services: P. Y.
  • Project Manager: M. T.

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