Our team is uniquely organized around delivering results to you. Each person in our office has a role to play in delivering excellent results to our clients. Our warm thoughtful approach produces a great end product for our clients. After a while, clients feel like family and that would not be possible without the integrity of each team member.
“More than twenty years ago, a client came to our office facing something no financial plan can fully prepare you for. A terminal cancer diagnosis meant he didn’t have much time left. But he asked me to do one thing: take care of his wife.
We did. Through grief, through settling the estate, through building a lasting income plan. His wife, now in her mid-90s, is still a client today. We work closely with her daughters to make sure she’s taken care of through every season of life.
This the kind of relationship we’re in this for.”
“When a client lost his wife unexpectedly, his accounts were with us, but she had kept her accounts with a different advisor. While dealing with grief and a complicated estate, he faced a big decision. He moved everything to Mascagni.
Later, he shared a note written to his wife’s former advisor: “I will not be continuing a relationship with your firm because I already have a great one with Matt Brown. He has always had my best interests in mind and he’s just a phone call away.”
That kind of trust is what we work for every day.”
“A father and son who owned a textile manufacturing company came to us needing help with their financial planning. What grew from that was so much more.
We became an integral part of their business journey. Managing their retirement plan. Helping structure a buy-sell agreement. Preparing a company valuation. Working through how to pass wealth to family members. When the time came to sell, they called us first. We made sure the deal actually worked for their family, not just on paper.
Our relationship continues to this day. Some people become clients. They became family.”
“She had been included in financial planning meetings her whole adult life. But her husband’s financial life was complicated — requiring top attorneys, accountants, and advisors — and somewhere along the way, her voice had gotten lost in all of it.
Throughout our initial meeting, I made sure to check in with her, and not just her husband. At the end of that meeting, she said something that has stayed with me: ‘I’ve never felt so good about a financial decision. You made me feel heard.’
That’s the goal. It’s how we work.”
Certified Financial Planner
Certified Public Accountant
Financial Planning Association
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In as little as 45 minutes, we can identify exactly where your retirement income plan has gaps and what should be done to close them.