Charting a Course for Results

Much like a trip across the ocean, your financial life will encounter changing winds, shifting tides and uncharted waters. The Mascagni Wealth Management team of experienced financial planning professionals can help you safely and effectively navigate those ever-changing conditions and keep you on course for reaching your financial goals.

Nestled into the charming, beautiful city of Clinton, Mississippi, Mascagni Wealth Management, Inc., is just a short drive from the capital city of Jackson. We are a Registered Investment Adviser registered with the United States Securities and Exchange Commission.

We understand everyone’s circumstances are different, and that’s why it is important to us that we get to know our clients, their families and what is most meaningful to them. A strong, personal relationship fosters better communication and builds confidence which results in long-lasting satisfaction.

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.”


Contact Us Today

It's always better to have time on your side when it comes to securing your financial future. Let's get started with a complimentary strategy session.

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 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.

Documents (PDFs): Form CRS | Form ADV Part 2 | Privacy Policy