Adam Jewett
Wealth Planning Consultant, CFP®, CLU®, ChFC®, CRPC®
- Executive Compensation Planning
- Business Continuation Planning
- Retirement Planning
- Advanced Estate Planning
- Financial Products Analysis & Design
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Adam Jewett
Wealth Planning Consultant, CFP®, CLU®, ChFC®, CRPC®
Biography
Adam has been a member of the financial services and life insurance industry for over 15 years. Adam specializes in estate planning strategies and customized policy consultation and review. He utilizes life insurance and advanced planning strategies to provide in-depth point-of-sale assistance. Prior to his role as a Wealth Planning Consultant, Adam was an Internal Marketing Specialist with the Smith Companies for three years. Adam also held roles as a Senior Sales Coordinator at John Hancock and as a Financial Advisor with Ameriprise Financial.
Adam is a graduate of the University of Hartford where he obtained a Bachelor’s degree in Economics and Finance. He is a CERTIFIED FINANCIAL PLANNER™, and holds his Chartered Life Underwriter®, Chartered Financial Consultant® and Chartered Retirement Planning Counselor® designations.
Adam lives just south of Boston in Marshfield, MA with his wife Andie, son’s Crosby and Eliott, and their Golden Doodle Larry. In his free time he enjoys running and golfing.
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
