Investment Advice & Portfolio Allocation

Client Services

Investment Advice and Portfolio Allocation

Part of an overall financial plan includes the appropriate allocation and implementation of investment strategies designed to meet a client’s unique needs, risk tolerance, and goals. If you don’t have the time or inclination to manage your investment portfolio, Mascagni Wealth Management and its professionals will work with you to help you try to make the most of your investments. We can help you plan for your future while you implement strategies to help prevent common knee-jerk reactions to short-term market fluctuations. Money and investing can be an emotionally involving (and taxing) challenge, but Mascagni Wealth Management’s team has the knowledge and experience of working through short term volatility in the markets to help you make sound investment decisions for the long-term. We work to provide the help and services that our clients need in order to reach their investment goals.

Mascagni Wealth Management is a full-service financial planning firm with the capabilities to help you create and monitor investment portfolios. For record-keeping and order execution purposes, investment accounts are established at TD Ameritrade Institutional. All checks and transfers are made to TD Ameritrade and no investments are made payable to Mascagni Wealth Management. Clients are able to view their accounts online utilizing their award winning Veo® technology. TD Ameritrade Institutional, a division of TD Ameritrade, Inc., is a member of FINRA/SIPC.

On an as-needed basis, other services are available through our Broker/Dealer affiliation if they benefit our clients. Within this arrangement, securities by licensed individuals are offered through Investacorp, Inc., for commission services, with brokerage accounts offered through National Financial Services, Inc. (NFS).

If you would like to schedule a meeting to discuss our investing strategies and philosophy, please contact us.

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