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About Us

About MSP Wealth Management

Guiding You to a More Secure Financial Future

At MSP Wealth Management, we believe financial success isn’t just about building wealth—it’s about keeping more of it. Since 2002, we’ve helped individuals, families, retirees, and business owners navigate their financial journey with tax-efficient strategies designed for long-term security.

Our firm was founded as a natural extension of Molatore, Scroggin, Peterson & Company, an accounting firm dedicated to helping clients make informed financial decisions. We saw a need for integrated tax and wealth planning—and MSP Wealth Management was born. Today, we are a full-service wealth management firm committed to helping clients grow, protect, and preserve their wealth

We help clients protect and grow their wealth in a tax efficient way, so they have enough income to enjoy life.

MSP Wealth Management

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Our Approach

A Financial Plan Built Around You

Your financial journey is unique, and so is our approach. We take the time to understand your goals, challenges, and aspirations—then craft a strategy to guide you toward lasting financial confidence.

Introductory Meeting

We begin by understanding your goals, financial priorities, and any challenges you face. This conversation helps us determine if we’re the right fit for an ongoing partnership.

Exploration & Preliminary Planning

Once we have a solid understanding of your financial picture, we dive deeper. Through a detailed discussion, we begin structuring a strategy tailored to your needs.

Detailed Planning & Strategy

With a strong foundation in place, we develop a comprehensive, tax-efficient roadmap to help you grow and protect your wealth.

Ongoing Support & Adjustments

Your financial situation will evolve—and so will your plan. We continuously refine your strategy to adapt to new opportunities, economic changes, and your shifting priorities.

Who We Serve

Personalized Solutions for

Every Stage of Life

  • Individuals

    Whether you’re just starting out, in your peak earning years, or planning for retirement, we help you make smart financial decisions.

  • Families

    From funding education to securing your financial future, we help families build a strong foundation for generational wealth.

  • Retirees

    Transitioning to retirement can be complex, but we provide strategies to maximize your income and protect your assets for a worry-free future.

  • Business Owners

    We help business owners optimize cash flow, create retirement plans, and prepare for succession, so they can focus on what they do best.

Meet Our Team

A Dedicated Team With Decades of Experience

At MSP Wealth Management, our team blends financial expertise and tax strategy to provide well-rounded, personalized advice.

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