For over 35 years, Mississippi families have trusted Mascagni Wealth Management with the moments that matter most.

Not just retirement accounts. The hard conversations. The spouse who passed unexpectedly. The business sale they spent a lifetime building toward. The inheritance that came with more questions than answers.

We’re not a call center or a national platform. We’re a team of experienced advisors in Clinton, Mississippi…and when you call, you get us.

Our job isn’t to impress you with complexity. It’s to take the burden off your plate, give you a clear picture of where you stand, and make sure you never have to wonder if someone is watching out for you.

If you’re ready to work with people who actually care, we’d love to start the conversation.”

It’s always better to have time on your side, so let’s get started. Contact us today for a free consultation!

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The James House

In 1998, we relocated from Jackson to the historic James House in the beautiful Olde Towne district of Clinton. The James House embodies the down-home feel our clients enjoy. A comfortable, personal environment is the perfect space for our clients, who often tell us we’re “just the right size. Not too big and not too small.”

MEET OUR TEAM

Randy Mascagni, CFP®

Founder & President

Collin Mascagni, CPA

Financial Analyst & Adviser

Matt Brown, CFP®

Vice President, Financial Planning

Sam Buchanan

Investment Adviser

Julie Sanders, FPFQ™

VP, Client Services & Operations

Kristen Meyer

Financial Assistant & Receptionist

Certified Financial Planner

CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification.

Certified Public Accountant

A Certified Public Accountant (CPA) is a professional accountant who has met the educational and experience requirements set by their state’s Board of Accoutancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting and other financial advisory services.

Financial Planning Association

Financial Planning Association® is the leading membership organization for Certified Financial Planner™ professionals and those engaged in the financial planning process. This organization encourages professional competence with high ethical standards as well as complete disclosure for clients.

About Compensation

A common question we hear from prospective clients is, “How do you get paid for your investment services?” The simple answer is we are only compensated through an investment adviser fee. In other words, we do better when you do better. Additionally, you pay no investment commissions or custodial charges.

As an independent investment firm, we work only for our clients — we are not driven to sell products or earn commissions. As a Registered Investment Adviser we act as your fiduciary. A fiduciary duty is the highest standard of care, and carries with it a duty to provide prudent advice, to act in our clients’ best interest, and to disclose any conflicts of interest. We have chosen to partner with Charles Schwab & Co. 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.

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Disclosure Documents: Investment Adviser Public Disclosure

We partner with an independent, third-party custodian to hold your investments in accounts under your name as a safeguard for your assets. Charles Schwab & Co. is one of the most reputable and reliable providers of custodial services for advisers and their clients so you are assured your assets are secure.