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Matthew B

CFP®, Series 63

Clinton, MS

Mascagni Wealth Management, Inc.

Matthew Brown is a CFP® with 29 years of industry experience. He has worked at Mascagni Wealth Management, Inc. since 2010 and previously spent over two decades at Investacorp, Inc. Brown serves as an elder at Morrison Heights Baptist Church in Clinton, MS. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and non-profit organizations. The firm employs both fundamental and technical security analysis and manages accounts primarily on a non-discretionary basis, with a discretionary wrap-fee program and a reported $424.5 million in discretionary assets under management.

Retirement income strategy Business exit / sale strategy
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Julius M

CFP®, Series 63

Clinton, MS

Mascagni Wealth Management, Inc.

Julius Mascagni is a CFP®-certified financial advisor with 37 years of industry experience. He has worked at Mascagni Wealth Management, Inc. since 2010 and previously spent over 30 years with Investacorp Inc. Mascagni is involved in managing several land and timber ownership ventures in Mississippi. Mascagni Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and nonprofit organizations. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with long-term and short-term investment strategies.

Retirement income strategy Business exit / sale strategy
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Collin M

Series 66

Clinton, MS

Mascagni Wealth Management, Inc.

Collin Mascagni is a financial advisor at Mascagni Wealth Management, Inc. in Clinton, MS, holding a Series 66 designation with 15 years of industry experience. He worked at Investacorp Inc. from 2011 to 2019 and has been with Mascagni Wealth since 2011. Outside of his advisory role, he is involved in managing land and timber investments as a general partner and limited partner in several holding entities. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and nonprofits. The firm offers comprehensive financial planning and employs both fundamental and charting security analysis alongside long- and short-term investment strategies.

Retirement income strategy Business exit / sale strategy
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