Jessup Wealth Management focuses on providing the services of an exclusive wealth family planning office. We have a deep understanding of the complexities of multi-generational family wealth planning. Through Commonwealth Financial Network, a Registered Investment Advisor, we provide personalized investment management and advice, with the utmost privacy. In addition to offering access to a robust investment platform, our firm has access to a wide range of planning, advisory, trust services, and consolidated reporting, as well as solutions for family education and generational issues.
We are unique in the Dayton area because our firm is set up to cater specifically to the needs of high net worth families in a one-stop shop, while most firms just offer one specific aspect of our value proposition. Jessup Wealth Management offers a cost-efficient way to set up a wealth family planning office with noteworthy industry experience.
Matthew C. Jessup leads our Dayton office. Erich Rathje joined our firm in the Spring of 2013. Contact us to learn more about what makes our firm unique.
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