P&W Financial Group

Patrizzi & Willson Financial Group is a leading financial planning and wealth management firm in the Greater Jackson, MS area. Our team delivers comprehensive planning, investment, and insurance services tailored to medical professionals, business owners, and high net worth individuals and families.

An Overview of Our Firm

Our Mission: It is our commitment to listen and communicate in a way that helps you understand what's possible for you to live your fullest potential. We will work with you to discover what is important, then strategically plan together to create the life you desire.

Our Team: Patrizzi & Willson Financial Group has been strategically built to deliver comprehensive planning and customized investment strategies. Every team member embraces our core values of trust, integrity, accountability, collaboration, and a passion for going the extra mile for our clients. 

Our Clients: We specialize in working with medical professionals, business owners, and business professionals. We also partner with other advisors across the southern region who value our integrated approach to comprehensive financial planning and investment management and have chosen to trust their best clients with our firm. 

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Meet the Advisory Partners

Chase Patrizzi and Gates Willson are financial advisors who aim to partner with clients by ensuring they are heard and understood. This allows them to plan with our clients, not just for them strategically.

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About Chase

Originally from Atlanta, Chase moved to Mississippi when he was thirteen and grew up in Flowood. Upon high school graduation, Chase joined the National Guard and pursued his education. He served in the Active National Guard as a combat engineer and as a financial specialist after getting injured. He was in the active guard until 2015 when he transitioned into the National Guard. Chase started his own financial planning practice in 2015 and today runs a successful practice out of Ridgeland, MS with clients all over the United States. While his door is open to anyone seeking sincere advice, the majority who have sought it are medical professionals, business owners & retirees. 

With a unique bloodline of Irish and Italian, you are bound to have a good laugh and a fun time when hanging out with Chase. He is passionate about reading, the bible, working out, mentoring young advisors, and traveling with his family. On the weekends, you can catch him playing golf at The Refuge or Castlewoods Country Club. 

Chase is married to Lindsey Patrizzi and they have three beautiful girls: Bellia (2011), Haven (2016), and Sophia (2022). 

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