Becoming A Client

New Clients

At Jessup Wealth Management, our number one priority is providing the same high level of service to our current clients and future clients. In order to protect the unique client experience we have with our existing clients, we are limiting the number of households we service going forward. For new clients, we have implemented a minimum portfolio value of $250,000 or a $5,000 annual fee. For this reason, we have a formal "New Client" process that is outlined below:

1. If you are interested in becoming a client of Jessup Wealth Management, please click the following link and select a day and time that would work best for you to talk with Aaron, one of our advisors. Next, fill out the form after selecting your time slot to secure your spot:

2. Aaron will contact you via phone at the time you scheduled through the link. In this phone appointment, the goal is to learn more about your situation and for us to have an in-depth conversation on how Jessup Wealth Management can service your needs.  We want to make sure that this relationship is a positive experience for everyone involved.

3. After the phone call, if both parties would like to move forward, Aaron will set up an in-office appointment so that you can meet our team and discuss specifics.