Mascagni Wealth Management

Mascagni Wealth Management

Founded in 1990, the firm operates from a single office in Clinton, Mississippi, serving individuals and trusts across the state. It positions itself as an independent advisor — no commission-driven product sales — and describes its clients as families navigating retirement, business sales, and wealth transfers. The firm's stated investment approach centers on portfolio management and retirement income planning. It provides a free 45-minute diagnostic to identify gaps in a client's retirement plan. Beyond financial planning, the team offers guidance during life events including spousal loss and inheritance transitions. Custody is held at Charles Schwab & Co., a third-party arrangement that separates advisory services from asset safekeeping. The Clinton-based team serves clients with a minimum account size of $100,000. No additional offices or adjacent vehicles such as foundations or club memberships are disclosed. The firm's website features client testimonials emphasizing personal service and accessibility, but it does not publish team headcount or total assets under advisement. Mascagni's architecture reflects a localized, relationship-driven RIA — no proprietary funds, no institutional investment vehicles, and no disclosed institutional allocator relationships. Its structural distinctiveness lies in its independence and use of a major third-party custodian to reinforce the separation of advice from custody.