Minich MacGregor Wealth Management - Financial Advisor in Saratoga Springs, NY | WiserAdvisor.com

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Minich MacGregor Wealth Management

Jason MacGregor has been working as a financial advisor since 1993. Earlier in his career, Jason gained extensive experience working for a large full-service brokerage house and a regional investment firm. In 2009, Jason co-founded Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm. He is one of the firm's Portfolio Managers, overseeing the construction, monitoring, and rebalancing of client portfolios, leveraging data-driven insights and market research to optimize performance. Jason is committed to developing and managing investment strategies that align with the clients' financial goals. 

Jason is also an Accredited Investment Fiduciary&reg; (AIF&reg;), underscoring his understanding of fiduciary standards and how they apply to investment management. He is also a Certified Exit Planning Advisor AIF&reg; (CEPA&reg;) allowing him to help business owners plan for the successful transition or sale of their company. 

Jason earned his Bachelor of Arts degree from Syracuse University. Jason holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management. He actively participates in industry conferences and continually researches and studies market and financial trends to enhance the service provided to our clients.

Outside of the office, Jason enjoys spending time with his family, playing soccer, golf, and skiing. He is also a committed member of his community and is involved with several local non-profit organizations.

Andrew Pallas has been a financial advisor helping clients achieve their financial goals since 2014. As a CERTIFIED FINANCIAL PLANNER (CFP&reg;), Drew focuses on addressing the unique financial and retirement planning needs of clients approaching or enjoying retirement. He also has experience with Social Security planning, Medicare planning, and tax planning.

Drew graduated from Canisius College in Buffalo, earning a Bachelor of Arts degree in History. He holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management. 

Drew enjoys spending time outdoors with his family, camping, and hiking. He also gives back to his community by coaching youth basketball at the Saratoga Recreation Center and volunteering at Therapeutic Horses of Saratoga.

Brenton Smith is a CERTIFIED FINANCIAL PLANNER (CFP&reg;) professional with extensive experience guiding clients toward their long-term financial goals. Since 2012, Brent has specialized in comprehensive retirement planning, working closely with individuals to help bring clarity, confidence, and peace of mind to their financial future.

Brent also works with self-employed professionals and small business owners, advising them on the design and implementation of retirement plans tailored to both personal and business objectives. 

He holds a Bachelor of Science in Business Administration with a concentration in Finance from SUNY Buffalo.

Outside of his professional life, Brent is an avid tennis player and serves as captain for multiple teams in the Albany area. He is also a certified basketball official through IAABO (International Association of Approved Basketball Officials). Brent enjoys spending time with his fiancÃÂ©e, Gemma, and their Cavalier King Charles Spaniel, Monty.

Cory Laird has been a financial advisor since 2015 helping individuals and families navigate the complexities of financial planning and wealth management. He joined the Minich MacGregor Wealth Management team in 2016. As a CERTIFIED FINANCIAL PLANNER (CFP&reg;) professional, Cory specializes in retirement planning, investment strategies, and tax-efficient wealth preservation. Cory is also a Certified Social Security and Medicare Specialist(CSS&reg;), enabling him to offer comprehensive guidance on Social Security and Medicare strategies.

Cory earned both his Bachelor of Science and Master of Science degrees in Economics from Texas A&M University, with a focus on Financial Economics. Cory holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management. He consistently researches and stays informed about markets, financial trends, and economic conditions to better serve our clients.

Outside work, Cory enjoys hiking, racquetball, downhill skiing, and spending time with his wife. He is also an avid coin collector and a fan of action fiction novels.

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Minich MacGregor Wealth Management

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