# MSP Wealth Management

MSP Wealth Management is a Bank / Wealth / Trust based in Klamath Falls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Klamath Falls, United States
- **Region:** North America
- **Address:** 824 Pine Street, Klamath Falls, Oregon 97601, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** mspwealth.com
- **LinkedIn:** https://www.linkedin.com/company/msp-group

## Regulatory record

- **CRD number:** 306522
- **SEC file number:** 801-117846
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306522

## About

Founded in 2002, MSP Wealth Management serves individuals, high-net-worth families, trusts, and business entities from a single office in Klamath Falls, Oregon. The firm operates as a hybrid tax-and-investment practice, combining fee-only wealth management with CPA-led tax preparation and financial planning. MSP advises on a discretionary and non-discretionary basis across retirement planning, investment management, estate planning, and tax strategy. The firm's public materials do not segment asset-class exposures, nor do they disclose direct-investment or fund-commitment activity. The client base is concentrated in Southern Oregon, with no additional office locations or stated geographic- expansion plans. The advisory team is built around CPAs and advisors who integrate tax-minimization frameworks into portfolio construction. MSP's fiduciary commitment is stated on its website, but the firm does not publish total assets under management, headcount, or regulatory filings beyond its public IARD registration. There is no disclosed philanthropic vehicle, real-asset arm, or club co-investment platform associated with the practice. MSP's structural differentiator is the deliberate fusion of a CPA firm with an RIA under one roof. Unlike a standalone wealth manager, the entity's primary value proposition is tax-aware portfolio design executed by advisors who also prepare client returns — a model more common among small-town practices than among multi-family offices or institutional allocators.

## People

- Terrence Scroggin — Partner
- Gerrin DeGroot — Partner

## Questions

### Does MSP Wealth Management participate in direct deals, fund commitments, or co-investments?

There is no public evidence of direct private-market investing, fund commitments, or co-investment activity. MSP describes its core services as financial planning, retirement-planning, investment management, estate planning, and tax strategy — all framed through a retail-wealth lens. The firm does not reference venture capital, private equity, or real-asset investing on its site.

## Related profiles

- [MSP Sports Capital](https://altss.com/profile/msp-sports-capital)
- [M Square Global](https://altss.com/profile/m-square-global)

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Last updated: 2026-07-10T08:05:08.000Z

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