Organization: Minich MacGregor Wealth Management
Industry: Social Services

Description:
Minich MacGregor Wealth Management, while primarily known for financial consulting, also provides socially responsible services that align with the core values of community well-being and long-term social impact. Through community-focused financial education and philanthropic guidance, the firm empowers individuals and families to make informed decisions that support both personal and broader social goals. The organization integrates ethical investment strategies for clients who prioritize socially conscious portfolios, helping them align financial growth with values such as environmental sustainability and community development.

Their team takes a personalized approach with each client, often working with nonprofit leaders, charity founders, and socially minded families. Minich MacGregor emphasizes financial literacy, planning for major life transitions, and incorporating legacy giving strategies that benefit charitable causes. The firm advocates for purposeful investing and provides tools for clients seeking to amplify social impact through their wealth.

Key Services:

– Values-based and socially responsible investment planning
– Philanthropic advisory and legacy giving strategies
– Financial literacy and education programs for individuals and families
– Retirement and life transition planning with a community-centered focus
– Portfolio management with an emphasis on environmental, social, and governance (ESG) factors