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
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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.
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.