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.

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...

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