Why FineMark?
We are here to help you coordinate all aspects of your financial life in one place, with one team. Whether you utilize one, all, or a combination of services, we remove the complexities to help make your financial life as seamless as possible.
FineMark may be a good fit for you if…
- You want to partner with an experienced team that truly places your interests first.
- You want to enrich your portfolio and protect the wealth you’ve already built.
- You’re looking for an exceptional company to provide essential oversight and day-to-day management of your assets, held at FineMark or elsewhere.
- You want to ensure that your family is cared for and your final wishes are followed.
Our Actions Uphold What You Value
We take managing your wealth personally. You can trust us to act in your best interests—and in alignment with our corporate beliefs—every day.
We Embrace a
Culture of Service
We Embrace a
Culture of Service
Culture of Service
We’re focused on serving our clients and our communities.
We’re Forward Thinking
We’re Forward Thinking
We look at your life now, ten years from now, and generations into the future, so that every decision made today makes sense for your family tomorrow.
We Get Personal
We Get Personal
We get to know you and your family; and ensure we understand your financial goals, challenges, and unique circumstances.
We Believe in
Doing What’s Right
We Believe in
Doing What’s Right
Doing What’s Right
We’re passionate about doing the right thing, even if it’s not the most popular option.
For an in-depth look at our corporate beliefs, please visit our Vision, Mission & Values.
We’ll Never Take a “One-Size-Fits-All” Approach
We understand that no single wealth management strategy works for every individual. You are unique, and everything about you shapes the way we manage, safeguard, or invest your money.
We believe in partnership and collaboration. We build sincere relationships that go beyond the financial aspects of your life, allowing us to help you achieve your goals more effectively. We use our expertise and creativity to manage your wealth, now and for generations to come.
To learn more about our company, please visit our About Us page.
We Provide Options, Flexibility & Unbiased Advice
FineMark is composed of highly effective professionals selected for their expertise, civil leadership and commitment to placing our clients’ needs first. We operate under the fiduciary standard, meaning we always act in our clients’ best interests. Additionally, our advisors are never compensated based on the nature of their recommendations or the frequency of investment transactions.
Innovative Banking Technology & Security
Whether the goal is to simplify your banking experience, prevent fraud, or protect your personal information, FineMark offers the latest in banking technology and security. Our professionals follow and study trends, ensuring that our resources and tools allow you to bank conveniently, confidently, and safely—anywhere and anytime.
To learn more about all of our wealth management services, please visit the Our Services page.
Would you like to speak with an associate?
We’re always happy to help! Visit the Our Locations to contact the office near you.
