MSP Wealth Management, LLC
SEC RegisteredKeep More of What You Earn.
About the firm
MSP Wealth Management is a team of CPAs and financial advisors that integrates tax strategy with investment management to provide clear, practical advice. The firm focuses on helping clients minimize taxes, grow their wealth, and achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, retirement planning, investment planning, estate planning, and tax planning, with a tax-focused approach that integrates tax strategy into every aspect of clients' financial plans.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MSP Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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