MinichMacGregor Wealth Management

MinichMacGregor Wealth Management

MinichMacGregor Wealth Management was founded in 2009 in Saratoga Springs, New York, by James Minich and Jason MacGregor after each spent roughly two decades at Morgan Stanley Smith Barney. They structured the firm as an independent Registered Investment Advisory practice, positioning it as a fiduciary alternative to the wirehouse model for clients approaching or already in retirement. The firm manages discretionary portfolios for individuals, trusts, estates, and business entities, with a stated focus on retirement readiness — its marketing targets savers with at least $500,000 in accumulated assets. The investment approach relies on relative-strength analysis to time exposure rather than holding through market cycles. The team also advises on 401(k) and 403(b) allocations, offering direct participant guidance and proactive account management. The geographic footprint centers on Saratoga Springs and the broader New York Capital Region, with no disclosed international presence or institutional separate accounts. MinichMacGregor operates with a team of ten named professionals, including founders Minich and MacGregor, advisors Cory Laird, Andrew Pallas, Brenton Smith, Patrick Younis, and Hayden LaBelle, and support staff. It lists no philanthropic foundations, club memberships, or externally branded adjacent vehicles. The firm runs periodic retirement-planning seminars in Albany, and its website publishes curated financial commentary and a newsletter called The Retirement Road. What distinguishes MinichMacGregor structurally is its decision to anchor an entire retail wealth practice on a single tactical signal — relative strength — while deliberately rejecting the passive, buy-and-hold default that dominates the RIA channel. The succession architecture is unreported, but the advisor bench is built almost exclusively around the two founding partners, making the governance path a quiet question as the book ages.