Team Spotlight: JJ Wright, CFP®

Prior to joining MarsJewett, JJ specialized in Personal Financial Planning, earning his Bachelor of Science in Business Administration from Central Washington University. Since graduating, he solidified his knowledge even further, becoming a Certified Financial Planner®, and he continues to grow his knowledge of financial planning. As a Financial Advisor, JJ meets with clients and assists in myriad situations. He is an excellent researcher and often leads special assignments and financial planning projects that have broad impact on MarsJewett’s financial planning strategies.

Where did you grow up?
Though I went to college at Central Washington University, I grew up in Redmond, Washington and attended Mount Si High School. I’m a Wildcat!

Favorite fun activities and interests?
I love the outdoors and often spend time in the mountains, skiing in the winter and mountain biking in the summer. You’ll find me golfing occasionally, too.

Where have you enjoyed traveling?
Our family has a cabin in Gordon, Wisconsin, but I love ski trips to Idaho for winter ski vacations. My favorite ski run is Limelight or Flying Squirrel at Sun Valley!

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Key Financial Data 2025

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If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

Washington State Estate Tax Reform: What You Need to Know  

Washington State Estate Tax Reform: What You Need to Know  

Thoughtful financial planning goes well beyond investment management. Aspects like risk management, wealth preservation, and estate planning each influence our bigger financial picture. With laws continually changing, there is always something new afoot that can...

Perspectives on Portfolios Amid Market Volatility 

Perspectives on Portfolios Amid Market Volatility 

When the stock markets are in the news because of a downturn, people often wonder if there is something they should be doing to mitigate the losses. There are several common questions we hear: Is my money dropping like the market? How is my portfolio positioned? How...