Charting a Course for Results

For nearly four decades, Mississippi families have trusted Mascagni Wealth Management with the moments that matter most.

Not just with retirement accounts, but the difficult conversations as well. 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 assume the burden of planning. You’ll no longer wonder if someone is looking out for you.

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Ready to work with people who truly care? We’d love to start the conversation.

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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.”

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.

Contact Us Today

In as little as 45 minutes, we can identify exactly where your retirement income plan has gaps and what should be done to close them.

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