JESSUP WEALTH MANAGEMENT

Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer... Our mission is to provide transparent financial leadership with your personal goals in mind, always... 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 $750,000, or a $15,000 annual fee.

Primary location: Cincinnati United States