The move follows more than thirteen years of sustained growth for the wealth advisory firm and will bring new insights to client portfolios.
SARATOGA SPRINGS, NY — Minich MacGregor Wealth Management, an SEC-registered investment advisor with offices in Saratoga Springs, NY, and St. Augustine, FL, is pleased to announce the addition of Andrew Pallas to the firm’s wealth management team.
Andrew has been working in the financial industry for more than 8 years and was working as a financial planner for a local credit union’s wealth management division. With a focus on working with families and business owners, he brings a holistic approach to wealth management that addresses his client’s planning needs. Andrew is actively working towards his CERTIFIED FINANCIAL PLANNER ™ designation.
“It’s a privilege to join the team at Minich MacGregor, and I look forward to continuing the work that Jason and Jim started thirteen years ago. From the first meeting, it felt like the right fit, and it was clear that the Minich MacGregor team cares deeply about their clients' best interests. I’m excited to bring my skills and abilities to the firm and help our clients simplify the complexities of their financial success,” Andrew Pallas said about the move.
“We’ve grown a lot here at Minich MacGregor, and we have done that by focusing on our client’s long-term financial challenges and goals. With Andrew joining our team, we will be able to help more and more families in the Saratoga Springs area,” said Jason MacGregor, who co-founded Minich MacGregor Wealth Management with Jim Minich in 2009.
Contact Minich MacGregor
Building: 4 Congress Park Centre
21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866
Direct: 518.499.4565 | Toll-free: 866.998.7331 | Fax: 518.430.0090
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Website: mmwealth.com
