Mascagni Wealth Management

EST. AUM
$424,500,000

CONTACTS
5

CLIENT ACCOUNTS
1,948

Firm Details

Metro area Jackson, MS
CRD Number 115046
Website mascagniwealth.com
Client types

Overview

Mascagni Wealth is a financial advisory firm that offers personalized wealth management services to individuals, families, and business owners. Specializing in investment management, retirement planning, tax strategies, estate planning, and risk management, the firm focuses on building long-term relationships with clients. By providing tailored solutions, Mascagni Wealth helps clients achieve financial security and meet their unique goals. With a commitment to transparency, integrity, and a holistic approach, the firm simplifies complex financial decisions to guide clients toward lasting success.

Platform Details

Investment Preferences

Alternative Activity