Navigating life’s financial complexities—together.
A trusted partner to help you plan and protect your financial future
MarsJewett is the financial advisory team that treats you like family. We get to know you beyond your balance sheet and handle your assets, your goals, and your legacy with the personal care they deserve. Because our highest purpose is to use our expertise and experience to help you enjoy the life you’ve worked so hard to achieve.
“We know that behind your assets is a lifetime of hard work, intentional decisions and strongly-held values.”
GLENN MARS
Founder, President Emeritus
OUR SERVICES
Comprehensive, personalized wealth management
Our experience and expertise spans all areas of your balance sheet, but our approach is driven by your unique goals and challenges. We will work with you to develop a master plan for your finances, ensure you have a full understanding of your options, and guide you through expected and unexpected changes in your life.
Investment Management
Retirement Planning
Estate Planning
Education Planning
Tax Strategies
Charitable Giving
Business Planning
Risk Management
Investment Management
Retirement Planning
Estate Planning
Education Planning
Tax Strategies
Charitable Giving
Business Planning
Risk Management
Investment Management
Retirement Planning
Estate Planning
Education Planning
Tax Strategies
Charitable Giving
Business Planning
Risk Management
RETIREMENT PLANNING
Understanding the stages of wealth
Retirement looks different for everyone. Understanding the three stages of wealth—accumulation, distribution and transfer—is important to crafting a financial plan that is personalized to your needs and resilient in the face of unexpected events.
OUR TEAM
Teamwork is the foundation of our culture and our business
Together, we contribute greater experience and knowledge than any individual could offer. No matter who your lead advisor is, you are everyone’s client, and we’re all invested in and accountable for the success of our relationship.
We’re ready to start the conversation whenever you are
Like all great relationships, ours would begin with an open, personal conversation. We’d love to get to know you and talk about how we can help you achieve your goals.
Back to the Future: The World in 2030
The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...
