Mascagni Wealth Management, Inc.

Samuel Buchanan is a financial advisor at Mascagni Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Wellspire Financial Group, International Paper, and the U.S. House of Representatives. Samuel is licensed to offer fixed insurance products, which may result in commissions if clients choose to purchase insurance through him. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and non-profits. The firm combines fundamental and technical security analysis with both long- and short-term investment strategies, and manages a discretionary wrap-fee program with over $424 million in assets.

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.

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.

Collin Mascagni is a financial advisor at Mascagni Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Investacorp Inc. from 2011 to 2019. Outside of his advisory work, Mascagni is involved in managing land and timber investments through several entities where he serves as a general and limited partner. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and non-profit organizations. The firm employs both fundamental and charting analysis and utilizes long- and short-term investment approaches, offering customized, ongoing client engagements.