Success Stories

Each of our clients is unique, and they all experience events—expected and unexpected—that impact their financial plan. For us, navigating these changes begins with a deep understanding, not only of their finances, but of who they are as people.

Optimizing Social Security & Retirement Income

When deciding how to structure your retirement income, it is essential to consider your lifestyle, your family’s unique needs, and the ways your decisions will impact your comprehensive financial plan.

Tax-Wise Charitable Giving Plans

Sudden acquisitions of wealth, such as the sale of a business, stock award or inheritance can result in significant capital gains taxes. Strategic charitable giving vehicles can minimize your tax burden and enable you to support individuals or causes that are important to you.

Coordinated Estate Planning

Dealing with complex estates after the passing of a loved one can bring stress and uncertainty in an already difficult time. Supporting our clients requires clear communication and close collaboration with attorneys, CPAs and others.

Financial Planning: Needs vs. Dreams

One of the most common questions our clients have is understanding how much money they need to meet their goals and take care of their family, so they can determine which dreams are within their reach.

Scott Jewett, CFP^®

CEO, Senior Financial Advisor

Credentials

CERTIFIED FINANCIAL PLANNER™

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“We get to go through life with our clients. I feel privileged to meet with them and hear about what is happening in their world and with their families. They share their dreams and fears with us, and we get to help them achieve those dreams and conquer those fears.”

Scott infuses everything in his life with care, dedication and a commitment to helping others. As a financial advisor, he serves his clients with wisdom, integrity and kindness, and he has a knack for making complex things simple. He is proud to lead a team of wonderful people and to have helped shape MarsJewett’s culture of service.

A Bellevue native, Scott graduated with honors from Pacific Christian College with dual degrees in Business Administration and Biblical Studies. After college, he spent the first seven years of his career at Boeing. During that time, he and his wife began helping members of their church who were struggling to manage their finances or facing financial crisis, and this helped spark his passion to become a financial advisor. In 1994, he attended a seminar Glenn (Mars) was teaching for the Boeing Management Association, and a year later, Glenn hired him. The rest, as they say, is history.

Scott feels that he truly found his calling as a financial advisor, as it combines his passion for helping people with his love of untangling the technical complexities of finance and investing. He actually gets excited when Congress changes the tax and finance laws, because it means he gets to dig into the research and figure out new planning strategies that will benefit our clients!

Scott is a devoted husband and father of three. Sports are a lifelong passion for him and his wife Kim, and when they’re not watching their own kids play, you’ll likely find them rooting for the Mariners, Seahawks or Huskies—he even proposed to Kim on the 50-yard line of Husky Stadium. Now that his kids are (mostly) out of the house, he has more time to work on his golf game… and he’s quick to say that it needs some work.

Scott is also very active in his community and his church, where he has served for over 25 years in financial ministry. He previously served on the boards of two non-profit organizations, and currently serves on the trust and investment committee at the school his kids graduated from.