Scott Jewett, CFP^®

CEO, Senior Financial Advisor

Credentials

CERTIFIED FINANCIAL PLANNER™

“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.

Getting Started

If you’d like to learn more about MarsJewett and how we can serve you and your family, we encourage you to contact us and schedule some time to discuss your needs with one of our advisors. You can also complete the form below, and we’ll be in touch shortly to answer your questions and figure out your next steps. Please do not include any confidential or sensitive information in this form. This form sends information by non-encrypted e-mail which is not secure.

Let’s start the conversation

11235 SE 6th Street Suite 110
Bellevue, WA 98004
Monday–Friday, 8:30AM–5:00PM

Phone: (425) 289-5000
Fax: (425) 289-5005
Toll-Free: (800) 500-1855
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WHAT TO EXPECT

Choosing your advisory team is an important and personal decision. We strive to make the process transparent, thoughtful and personal at every step.

1. Establish and define the relationship
We typically start relationships with a phone call or meeting to personally get to know each other, answer your questions, outline how we work with clients, and disclose our compensation model.

2. Understand your goals
We want to know your desires and aspirations and who you are as a person before we craft a financial plan.

3. Analyze and evaluate
We’ll review all your income sources, liquid investment savings, physical assets, debts, and your overall tax situation.

4. Develop a plan
Together, we’ll establish a comprehensive, personalized financial plan. We’ll walk you through your options, explain our recommendations, and risk test the plan against undesired events (e.g. income loss or market decline, disability).

5. Implement the plan
We’ll diversify investments, coordinate income collection, and develop relationships with your other critical advisors (e.g. CPAs, attorneys).

6. Monitor your financial wellbeing
We meet regularly with our clients to monitor and adjust plans when necessary.

2. Understand your goals
We want to know your desires and aspirations and who you are as a person before we craft a financial plan.

3. Analyze and evaluate
We’ll review all your income sources, liquid investment savings, physical assets, debts, and your overall tax situation.

5. Implement the plan
We’ll diversify investments, coordinate income collection, and develop relationships with your other critical advisors (e.g. CPAs, attorneys).

6. Monitor your financial wellbeing
We meet regularly with our clients to monitor and adjust plans when necessary.

FAQS

Am I qualified to be a MarsJewett client?

Most of our clients have a net worth of $1 million or more, however, we do not have a minimum portfolio size. For us, it’s much more about fit – determining if we have the right culture and expertise to deliver real value to you. The reality is that for many people with less accumulated wealth, their finances may not be complex enough to justify the fees associated with comprehensive wealth management. It may be sufficient to set goals and put a plan in place that you can manage yourself. However, we are always happy to meet with you and discuss your unique situation.

What are your fees?

Fees for Comprehensive Financial Planning
Investment Advisory Fee based on Assets Under Management (AUM)

What is a Registered Investment Advisor (RIA)?

MarsJewett Financial Group, Inc. is Registered Investment Advisor (RIA) under the US Security & Exchange Commission (SEC). No commissions or revenue sharing from investment companies are collected by MarsJewett Financial Group Inc.. Our Financial Advisors are Investment Advisor Representatives meaning they are registered to serve clients under the supervision of MarsJewett Financial Group, Inc. Financial Planning Fees and Investment Advisory fees are paid to MarsJewett Financial Group not to our individual financial advisors.