Mascagni Wealth Management is a firm of experienced financial and investment planning professionals who can help you anticipate and safely navigate the sea of choices in front of you. If you think of life as an ocean you are crossing, then you understand there can be changing tides, headwinds, and unchartered territories you must sail. Whether it’s advice regarding your investments, your business needs, your foundation’s cause – or navigating life changes you may face – such as retirement, career changes, the loss of a spouse, divorce, caring for an aging parent, sending a child or grandchild to college, receiving or leaving an inheritance, acquiring or divesting businesses – let’s chart a course together that gets you where you want to be.
We understand everyone’s situation is different. This is why we spend time getting to know each of our clients and their families on a personal level no matter how simple or complex their situation may be.
As an independent investment firm, we work only for our clients — we are not driven to sell products or earn commissions for one company. Our Registered Investment Advisor firm has chosen to partner with TD Ameritrade Institutional in order to provide custodial services and some of the industry’s leading technology for our clients. We are cost conscious and work diligently to help you minimize your investment and planning expenses. Additionally, we have the resources, experienced and caring staff, access to private money managers and investment structure to see you to your destination. Contact our firm today and let’s get started mapping a course crafted for your financial needs. We look forward to working with you.
We serve clients with minimum assets of $100,000. We welcome the opportunity to talk with you, your family members, friends or clients. Read more…[/vc_column_text]
To keep our clients and friends updated through these interesting economic times, we maintain a blog where we share insights, important articles and current topics of discussion. Read more…