Focused on You
At FineMark, we focus exclusively on you and your best interests. We work with you to define your goals and develop a plan to achieve them. We do this by getting to know you, a process FineMark takes seriously. Only then can we understand what’s meaningful to you today and learn your wishes for the future.
Our Wealth Management Services
Knowing what brings meaning to your life and understanding why those things have value for you is the first step in effective wealth management. At FineMark, we focus on building authentic, lasting relationships with our clients.
We spend time getting to know you and work with you to define your goals and develop a unique plan to achieve them. By building sincere relationships that go beyond the financial aspects of your life, we gain the knowledge and understanding we need to create a customized financial plan that’s as unique as you are.
Banking & Lending
We take time to get to know you, understand your financial situation, and suggest solutions that meet your unique needs.
Investments
We invest in you by asking questions, learning about your risk tolerance, and listening to your plans for the future.
Planning
We’ll customize your financial plan to help manage your money, maximize your cash flow, and protect your assets now and through retirement.
Trust & Estate Planning
It’s normal for estate planning to feel uncomfortable. We’ll proactively partner with you to establish a plan long before it’s needed.
Sports Management
We partner with pro athletes, coaches, and executives to help preserve their capital and maintain the lifestyle they’ve worked so hard to achieve.
