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:
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.
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.”