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.

It’s always better to have time on your side, so let’s get started. Contact us today for a free consultation!

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Meet our team

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.”

MEET OUR TEAM

Randy Mascagni, CFP®

Founder & President

Collin Mascagni, CPA

Financial Analyst & Adviser

Matt Brown, CFP®

Vice President, Financial Planning

Sam Buchanan

Investment Adviser

Julie Sanders, FPFQ™

VP, Client Services & Operations

Kristen Meyer

Financial Assistant & Receptionist

Certified Financial Planner

CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification.

Certified Public Accountant

A Certified Public Accountant (CPA) is a professional accountant who has met the educational and experience requirements set by their state’s Board of Accoutancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting and other financial advisory services.

Financial Planning Association

Financial Planning Association® is the leading membership organization for Certified Financial Planner™ professionals and those engaged in the financial planning process. This organization encourages professional competence with high ethical standards as well as complete disclosure for clients.

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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investment management

Retirement Planning

Wealth management

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

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.