Our mission is to provide transparent financial leadership with your personal goals in mind, always.
The JWM Advantage
Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer.
The Jessup Team
Our team completes regular training in customer service, and many of our team members have niche specialties. When you work with us, you get the whole range of experience working with you toward your goals.
Who We Serve
Our clients are high net worth individuals, businesses, foundations, trusts, partnerships, not-for-profit organizations, and retirement plans. For new clients, we require a minimum portfolio value of $750,000, or a $15,000 annual fee.
We’re on your side.
We’re a fee-based firm and partner with Commonwealth Financial Network® to bring you a wide variety of financial solutions without pressure or incentive to sell you anything you don’t need. And as a Registered Investment Adviser (RIA), we are fiduciaries and are always obligated to put you first.
