The JWM Advantage
(It's all about service.)
In our office, service is more than a buzzword. It means practical experience. It means proactive communication. It means managing portfolios, and managing emotions right alongside. At Jessup, service means making you feel like you’re our only client.
The Independent Advisors Podcast
Excellent service includes education, so we simplify financial news and strategies in a jargon-free weekly podcast. We offer clear information that helps you feel empowered in your plan.
What We Offer
At Jessup, you may work with several of our specialized team members, depending on your financial plan and goals. Here are some common offerings. Visit our Services page for a more complete sense of what we do.
Comprehensive Planning
We work together to develop a plan that coordinates lifestyle, retirement, taxes, and more.
Portfolio Management
Our strategic management cuts hidden costs and helps us better control for risk.
Family Business Services
We advise on selling your business, compensation, conflict resolution, and more.
