Jessup Wealth Management was founded in 2009 by owner and president, Matthew C. Jessup. He entered the industry in 1999 at UBS Financial Services where he learned how a large wirehouse operates and took advantage of the opportunities to develop a unique investment philosophy. Matt knew he wanted to open his own firm where customer satisfaction would be the top priority and endeavored to serve clients by providing unparalleled advice and holistic wealth management. At Jessup Wealth Management, we offer an advisor/client relationship that is built on personal trust, integrity and hard work. Our team provides access to truly independent advice, products, and services and recommends what best suits each client. Today, Jessup Wealth Management serves individuals, businesses, foundations, trusts, partnerships, not-for-profit organizations, and retirement plans.
To us, managing wealth isn't simply about acquiring assets. Discovery of financial goals and addressing what matters to you allows us to provide optimal solutions to meet the complexities of your life. Keeping those solutions relevant over time is our goal and building an ongoing relationship with our clients is integral to all that we do:
- Discovery: Before any planning takes place, we discover what's important to you.
- Planning: Before any commitment is made, we present a detailed, written plan.
- Commitment: Before we become yourttrusted advisor, we mutually commit to your plan for success.
Regular progress: Through targeted strategy, we seek to enhance your wealth and your life.