A complete list of active advisors currently associated with Mascagni Wealth Management, Inc.

Warmer can help you find a great advisor at Mascagni Wealth Management, Inc. or one who fits your needs even better.

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. Its offerings include comprehensive financial planning across topics such as retirement income, estate and succession planning, education funding, divorce and elder-finance planning, in addition to portfolio management services. The firm describes its advisory process as an ongoing, client‑specific engagement in which objectives, constraints, and preferences are identified and investment strategies implemented; its security analysis includes both fundamental analysis and charting, and it employs both long‑term and short‑term investment approaches. Mascagni generally operates on a non‑discretionary basis except for accounts enrolled in its discretionary wrap‑fee program, and it relies on client‑provided information and custodial statements for account reviews. Several features noted in the firm’s brochure distinguish its practice: it is the sponsor of a discretionary wrap‑fee program and reports $424.5 million in discretionary assets under management, some associated persons are licensed to offer fixed insurance products and may receive commissions if clients purchase insurance, and the firm participates in a custodian investment‑adviser program that provides practice‑management tools and other economic benefits. The firm’s public materials also disclose the use of client endorsements and testimonials in advertising, a practice it identifies alongside its other disclosures.

To learn more about the advisors currently working at Mascagni Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.