Mascagni Wealth Management

Mascagni Wealth Management is a financial planning firm in Clinton, Mississippi. Its staff includes two Certified Financial Planners, a Certified Public Accountant, and two Financial Paraplanner Qualified Professionals. The firm has served Mississippi families for over 35 years, working with clients through retirements, business exits, inheritances, and loss, and it acts as a fiduciary. The practice is organized around retirement income planning, investment management, and support during major life changes such as a business transition, an inheritance, or the death of a spouse. It also works with clients who have built substantial wealth and want to protect it, and with those within 10 years of retirement or already retired. Founder and President Randy Mascagni leads the team alongside Collin Mascagni, CPA, Financial Analyst and Adviser; Matt Brown, CFP, Vice President, Financial Planning; Julie Sanders, FPFQ, VP, Client Services and Operations; and Kristen Meyer, Financial Assistant and Receptionist. In 1998 the firm relocated from Jackson to the historic James House in Clinton's Olde Towne district, a setting the firm describes as comfortable and personal. The office sits on East Main Street, about 0.1 miles from Lions Club Park, the Clinton Police Department, and Clinton City Hall, and roughly 0.2 miles from Olde Towne Courtyard, Clinton Parkway, and the Clinton Post Office. Mascagni Wealth Management holds a 5.00 rating from the customers who have reviewed it. Clients describe a team that is reachable by phone and in person, and that stays with families through difficult seasons. For Clinton and the surrounding Mississippi families it serves, Mascagni Wealth Management pairs long-standing local relationships with planning built around retirement, investment, and the transitions that follow.