Our mission is to provide transparent financial leadership with your personal goals in mind, always.

    The JWM Advantage

    Jessup Wealth Management provides an ensemble of specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer.

    OUR APPROACH​

    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.

     

    MEET THE TEAM 

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    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 $500,000, or a $10,000 annual fee.

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