Gainspoletti Wealth Planners

Gary Gainspoletti is a financial advisor with Gainspoletti Wealth Planners in Cleveland, MS, holding a Series 63 designation and 29 years of industry experience. He has worked at Raymond James Financial Services Advisors and operates Gainspoletti and Associates, CPA, LLC, a public accounting and tax planning firm. Gainspoletti serves as an Alderman at Large for the City of Cleveland, Mississippi, an elected position with policy-making responsibilities. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and Efficient Market Hypothesis, utilizing strategic asset allocations and third-party model managers, along with customized client reporting and participant education services.

James Gainspoletti is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Gainspoletti Wealth Planners. His prior roles include positions at Raymond James Financial Services and Gainspoletti & Associates. He is also a CPA providing tax and accounting services outside of his advisory work. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and other financial principles, utilizing strategic asset allocations and third-party model managers, with a focus on tailored client service and periodic performance reviews.

Brandyn Skeen is a CFP® professional with 14 years of industry experience, currently serving at Gainspoletti Wealth Planners in Cleveland, MS. He has held roles at Raymond James Financial Services Advisors Inc. and Gainspoletti Financial Services, among others. Outside of his advisory work, he is also employed in an accounting/CPA capacity with Gainspoletti & Associates. Gainspoletti Wealth Planners provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios guided by Modern Portfolio Theory and factor-model principles, frequently using co-advisory arrangements and third-party managers to tailor strategies to client objectives and risk tolerances.