Jessup Wealth Management, Inc.
Jessup Wealth Management, Inc. is a registered investment adviser based in Dayton, Ohio. Founded in 2011, the firm specializes in providing personalized financial and investment advisory services to individuals (including high net worth individuals), families, and small business owners. Jessup offers comprehensive in-house wealth management, financial planning, and retirement strategies, emphasizing proactive client communication and education. The team consists of approximately 12 employees focused on client service and fiduciary responsibility.
Investment Strategy
Jessup Wealth Management employs a strategic management approach tailored to client goals, coordinating aspects such as lifestyle, retirement, tax efficiency, risk management, and cash flow. The firm focuses on reducing hidden costs, controlling risks, and providing holistic advice covering financial planning, retirement strategies, tax minimization, Social Security, IRAs, and business transitions. A strong emphasis is placed on education and clear communication, with strategies designed to empower clients and support their long-term objectives.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 13.66% | $34.0M | 155,132 | $115.85 | $219.39 | +$4.3M |
N NVDA | NVIDIA CORPORATION | 8.31% | $20.7M | 131,038 | $45.88 | $157.99 | +$6.0M |
A AAPL | APPLE INC | 7.62% | $19.0M | 92,542 | $135.59 | $205.17 | -$2.3M |
G GOOGL | ALPHABET INC | 4.56% | $11.4M | 64,455 | $140.50 | $176.23 | +$1.3M |
J JNK | SPDR SERIES TRUST | 4.33% | $10.8M | 110,980 | $92.32 | $97.27 | -$169.6K |