Helping You Live a Life Uncommon

Let's Connect

Patrizzi & Willson Financial Group is a team of industry-leading financial advisors who aim to partner with our clients by ensuring they are heard and understood. This allows us to plan with our clients, not just for them strategically.

We are passionate about helping people live a life uncommon, through financial planning that is tailored to their unique needs, goals, and values. We aim to create a long-term relationship with our clients based on trust and transparency.

We believe that planning for the future should be an exciting process where you can envision what kind of life you want to live and then work toward making it happen. We believe that having financial stability is essential to enjoy the things that matter most in life.

We value listening to our clients and having personal conversations to review and update decisions and direction. Our firm strategically plans for their needs and desires to discover what is possible for them to live to their fullest potential, with open communication and accountability, helping bridge the path to their unlived financial lives.

pwb

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Awards & Recognition

2022 Class of Top 40 Under 40

Our team is proud to announce that advisory partner Chase Patrizzi was nominated and accepted into the 2022 Class of Top 40 Under 40 by the Mississippi Business Journal!

This is one of Mississippi’s most prestigious awards programs, recognizing 40 of the state's dynamic men and women excelling in their respective fields and making a difference in their communities where they live and work. Chase, we know your sheer determination and hard work got you where you are now, and we're so glad to have been a part of it! Our team is honored to celebrate this achievement with you.

And while this is a huge moment for us, we are even more grateful for our amazing clients who have trusted our team and allowed us to be a part of their lives and businesses. Thank you for helping us grow into the firm we are today!

2022 Leader in Finance

We are proud to announce that Patrizzi & Willson Financial Group Advisory Partner, Chase Patrizzi, has been named a recipient of the 2022 Mississippi Business Journal's Leaders in Finance award.

For ten years now, this award recognizes leaders who have shaped the finance, banking and CPA sector in the state of Mississippi!

2021 New Advisor of the Year at Northwestern Mutual 

Congratulations to advisory partner Gates Willson, for earning the 2021 New Advisor of the Year Award here at Northwestern Mutual! Contracted in 2020, Gates has had an amazing start to his career, and his efforts and dedication to building his practice generated great results in 2021.

Gates Wilson achieved many awards here at Northwestern Mutual and exceeded several new advisor goals. Within his first year Gates achieved Northwestern Mutual's Impact 25, Pacesetter 1st 40, Impact 60, Pacesetter 2nd 60, 300 FF Club, 100 Lives Club and is a 2021 Premier Group Member. As a new advisor, only 11% of new financial advisors qualify for the Pacesetter 1st 40 award and only 3% qualify for the Pacesetter 2nd 60 Award. What is even more exciting than the achievements listed above is that Gates made an everlasting impact on 72 individuals in his first year!

 

Northwestern Mutual of Louisiana and Mississippi 

3 time Six Shooter Award Winner

The Six Shooter Award recognizes an advisor in their first six years of the business at Northwestern Mutual of Louisiana and Mississippi who has the highest level of impact amongst all product lines. Chase Patrizzi is the first advisor in our network to achieve this award three years in a row.