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        Our vision, mission and values were created to provide direction for our associates to follow. Designed to reflect the ideals naturally possessed by people who are civic-minded and care deeply about doing what is right, these principles emphasize acting with commitment, compassion, and service in everything we do.
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        Our vision, mission and values were built on one clear aspiration: to create a company with like-minded individuals—people who share an entrepreneurial spirit and care deeply about doing what is right—that would grow and prosper while remaining agile and dynamic.
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        Under the best circumstances, the idea of estate planning can be uncomfortable, stressful and worrisome. That’s why we believe in partnering with our clients as soon as they’re ready—often early in their careers—to help ensure a plan is in place long before it’s needed.
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May 19, 2022

2021 Annual Report

Joseph R. Catti

Chairman & CEO

Review our 2021 Annual Report and letter from our Chairman and CEO, Joseph R. Catti. Our people once again went above and beyond and as a result, FineMark experienced a record year.

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