Our Firm & Philosophy:
Jessup Wealth Management (JWM) was founded in 2009. The firm was built with a focus on the following principles: Hard work, trust, transparency, and integrity. JWM excels in providing proactive, discretionarily managed portfolios combined with comprehensive planning services that unite every aspect of your financial well-being. Our fee-only, Registered Investment Advisor (RIA) approach and utilization of individual securities in client portfolios eliminates conflicts of interest and allows us to truly provide independent advice.
Today, JWM serves individuals, businesses, foundations, trusts, partnerships, not-for-profit organizations, and retirement plans. To us, managing wealth shouldn’t include cookie-cutter investment models or boilerplate financial plans. There is no one-size-fits-all solution when it comes to managing wealth. We customize investment portfolios and financial planning goals for each client relationship, individually. We offer the services of a multi-family wealth management office (MFO) to our clients, which is uncommon in the Midwest.
Most firms in our industry focus either on financial planning or investment management, but not both at the same time. JWM bridges both financial planning and investment management together for a one-stop-shop for your financial needs. We do not contract out either of these important roles and responsibilities.