Company Profile

MarsJewett’s team spirit surrounds you when you walk in the door; there's a welcoming atmosphere and a genuine interest in your family and your dreams.

In and out of the office it feels like a community. We host numerous client events throughout the year such as: educational forums, golf tournaments, and our annual client appreciation event. We are dedicated to proving clients quality service and have a vision of how we strive to conduct business:

 
MarsJewett’s Corporate Vision
 
  1. Enthusiastically serving our clients is our first responsibility
  2. We develop relationships of trust based on integrity. We are committed to full disclosure and always act in our clients’ best interest.
  3. Our clients’ financial confidence is a result of applying ongoing education and years of experience as we address together all aspects of their financial plan.
  4. Our time-tested team serves each client and contributes greater experience and knowledge than any individual could offer.
  5. We create long-lasting client relationships by consistently seeking to exceed their expectations.
  6. Our growth is a natural consequence of helping enhance our clients net worth and quality of life.

 

 We believe you can benefit from our service if you...

  • Believe having a plan is imperative.
  • Want professional money management for your lifetime savings.
  • Need an organized, structured, and disciplined approach to your finances.
  • Understand that time is an ally and patience is a virtue when building investment portfolios.
  • Understand that financial planning and investment management are lifelong endeavors, not one-time engagements.
  • Prefer to team with professionals to manage your financial and investment affairs.
  • Prefer personable, Investment Advisor Representatives dedicated to helping you pursue your financial goals. 

 

Key Questions
Financial Professionals vary greatly in terms of the quality of their information, their level of service, and the way they are paid. Before making a decision to hire or keep a Financial Professional, please get a clear and compelling answer to the following questions:
  • How long have you been personally responsible for managing client portfolios?
  • What formal training have you undertaken that makes you qualified to give advice in the areas of investment, financial, and estate planning?
  • What is the process you use to manage client portfolios?
  • Please describe your client service strategy. What can I expect in terms of communication and ongoing service?
  • How are you compensated? How are your fees calculated? Please describe ALL fees, commissions, and "spreads" I will incur if I choose to do business with you.
 
How We Differ
The all-important question is: "What makes us different?" Here are some key points that distinguish us from other Financial Professionals...
  • We believe we have the knowledge and experience required to deal with complex financial issues faced by affluent investors.
  • We take the time to get to know our clients. We enjoy building long-term relationships based on full disclosure, and confidentiality.
  • We address many of the key areas that affect our clients' wealth, including tax minimization, estate preservation, asset protection, liability management, wealth accumulation, and charitable giving.
  • We believe we have the discipline required to make rational investment decisions, rather than ones based on emotion and hype.
  • We know our limitations and are not afraid to seek outside assistance when necessary.
  • We are reliable, responsive, and accessible to our clients.