About Us

Why Mascagni Wealth Management?

Mascagni Wealth Management, Inc. is a Registered Investment Advisor located in quaintly beautiful Clinton, Mississippi, just a short drive from the state’s capital city of Jackson.  In 1998, our firm relocated offices from Jackson into The James House, built in 1935, which is located in historic Olde Town Clinton. Amidst the homey setting of the James House, we work hard to provide clients with convenient, personal and professional service.

Our firm is staffed with four licensed professionals, including two Certified Financial Planners™, a CPA and a Registered Paraplanner.  We enjoy being client-focused and aim to provide determined results through passionate attention to our client’s needs.  Above all, we want to help clients chart a personal, strategic course for managing wealth and investments as they seek to reach specific goals such as retirement and estate planning needs.  Below are some common services we provide our clientele:

  • Planning for Retirement
  • Retirement Income Planning
  • Professional Investment Planning and Portfolio Strategies
  • Navigating through a Divorce
  • Handling an Estate after the death of a Parent or Spouse
  • Sale of a Family Owned Business
  • Rollovers after a Career Change
  • Receiving an Inheritance
  • Transferring Wealth to a Younger Generation
  • Managing a Lump Sum Settlement
  • Planning for College Education

Our team skillfully helps clients plan ahead or respond to a sudden life change, and we strive to do so with understanding and empathy.  As our clients plan ahead for life goals, our professionals can help develop and apply sound financial planning strategies from over 68 years of combined investment and financial planning experience.

  • Our firm advises investment assets for clients in multiple states
  • Our clients receive face-to-face financial updates throughout the year
  • We work diligently to make our services affordable and to minimize client investment expenses
  • We meet with couples and families together so that everyone’s questions can be answered and any fears or concerns can be discussed and dealt with
  • Two Certified Financial Planners, one Certified Public Accountant, and a Registered Paraplanner and support staff who work together to help clients with planning needs, timely decision-making, and referrals

Telephone calls are answered personally and promptly by a friendly voice. Contact us to set up a free, no-obligation consultation.

“Whenever clients need us,
we’re here. They tell us
we’re just the right size—
not too big, not too small—
to provide the service they expect.”

—Randy Mascagni