MSP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals (including high-net-worth clients), trusts, partnerships, corporations, and other business entities. The firm provides ongoing portfolio management primarily through its MSP Wrap Fee Program, and also offers financial planning and consulting on either an annual-retainer or one-time basis, plus TPMM selection and advice across equities, mutual funds, ETFs, fixed income, and variable products.
MSP emphasizes customized, fiduciary advice tailored to each client’s investment profile, with most accounts managed on a discretionary basis pursuant to written investment policy statements. The firm’s process blends asset-allocation, fundamental and technical analysis, mutual fund/TPMM due diligence, and both long- and short-term trading strategies; accounts are generally reviewed quarterly and financial plans are updated at least annually for retainer clients.
MSP is distinctive among similar team firms in that it sponsors and portfolio-manages its own bundled wrap-fee program and does not offer an unbundled portfolio-management alternative, and it routinely deducts wrap fees directly from custodial accounts. The firm also has an affiliation with Molatore & Co. LLP (an accounting and tax advisory firm) and commonly cross-refers clients between the entities; MSP discloses this arrangement as a potential conflict of interest and notes clients are not required to use the affiliate’s services.
Client services
Expertise
Fee options
Typically ranging from $1,500 to $5,000 for financial planning and consulting services
Certain associated persons licensed to sell insurance may receive commissions from insurance products sold to clients, separate from MSP advisory fees
Typically ranging from $150 to $250 per hour for financial planning and consulting services
Fee-only: Hourly fees typically ranging from $150 to $250 per hour; Fixed fees typically ranging from $1,500 to $5,000 for financial planning and consulting services
Main office
824 Pine Street
Klamath Falls OR 97601
Advisors at this office
4
Most active in
Arizona · California · Idaho · Oregon · Texas · Washington
Also doing business as
Desert Advisory LLC · Msp Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gerrin D
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Gerrin Degroot is a financial advisor at MSP Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Degroot is also a CPA at Molatore & Co. LLP, a firm he has been associated with since 1993, and serves as a trustee and co-conservator in private capacities. MSP Wealth Management advises individuals, trusts, partnerships, and corporations, managing approximately 400 clients through a six-advisor team. The firm offers fiduciary investment advice with both discretionary and non-discretionary arrangements, primarily utilizing its MSP Wrap Fee Program for portfolio management and customized financial planning services.
Terrence S
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Terrence Scroggin is a financial advisor at MSP Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Capital Corp. He is also involved as a board member of KB Brewing, Inc., a local restaurant and brewery. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, providing portfolio management, financial planning, and referrals for accounting and tax services. The firm offers customized fiduciary investment advice, typically implementing client strategies via its MSP Wrap Fee Program, and maintains an affiliation with the accounting firm Molatore & Co. LLP.
Autumn A
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Autumn Armbruster is a financial advisor at MSP Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2007, including prior roles at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors. MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals, trusts, partnerships, corporations, and other business entities. The firm offers customized fiduciary advice through its MSP Wrap Fee Program, combining asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.
Quinn J
Series 63, Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Quinn Jackson is a financial advisor at MSP Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, Jackson is a pastor at Disciples Church and provides corporate speaking, training, and coaching on leadership and communication. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, offering fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm employs asset allocation, fundamental and technical analysis, and third-party manager selection to tailor investment strategies to client objectives.
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