MSP WEALTH MANAGEMENT

MSP Wealth Management was founded in 2002 as a complement to the accounting practice of Molatore, Scroggin, Peterson and Company. Accounting firm clients regularly faced tax situations resulting from their investments that did not have optimal outcomes. This inspired the birth of the financial services/wealth management side of the business. Since that time MSP Wealth Management has grown into a full service wealth management firm, with four dedicated staff members to work in conjunction with the three partners and their individual clients. The main objective of MSP Wealth is to help clients protect and grow their wealth in a tax efficient way, so they have enough income to enjoy life... MSP Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission.

Also known as: MSP Wealth, MSP Wealth Management, LLC

Primary location: Klamath Falls United States