Mascagni Wealth Management is a financial planner in Clinton, MS. The firm provides retirement planning, investment management, wealth management, and life transition support to families throughout Mississippi. With nearly 70 years of experience, the firm maintains a 5.00 rating.
The professional team includes two Certified Financial Planners™, a Certified Public Accountant, and two Financial Paraplanner Qualified Professionals℠. Serving clients for over 35 years, the firm focuses on helping individuals navigate major life changes such as business transitions, inheritances, and the loss of a spouse. As a fiduciary, the staff works to provide personalized, results-based services, including managing portfolios and protecting substantial wealth for those approaching or currently in retirement.
Located on E Main St, the office is situated near the Clinton City Hall and the Clinton Post Office. It is a short walk from the Clinton Police Department, Lions Club Park, and the Olde Towne Courtyard, and is close to Clinton Parkway.
Mascagni Wealth Management is recognized for its commitment to client interests and its ability to provide hands-on, personal service. The firm is known for its high standards and its dedication to helping clients manage the complexities of financial transitions with ease.
Mascagni Wealth Management provides dependable financial planning and wealth management services to the Clinton community.