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        Our Vision, Mission & Values
        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 Commitments
        Our Commitments
        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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        Why FineMark?
        Exceptional client service is our hallmark. Our advisors are always available to help coordinate the financial aspects of your life in one place, with one team.
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        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—a practice that sets us apart.
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        At FineMark, we understand that each of our clients is unique and no single investment strategy will work for every investor. That’s why we spend time getting to know you and discovering your goals, values, and charitable preferences.
        FineMark Internally Managed Strategies Investment Services
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        Trust & Estate
        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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        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
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        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
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        From press releases, quarterly reports, and leader commentary to blogs and recipes from the chef at our headquarters’ kitchen, everything you need to know about FineMark can be found right here.
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        Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.
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Review our blog below. Our professionals discuss the latest trends on fraud, planning your estate and more!

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FBI Warns: Online File Converters Could Be Stealing Your Information

Posted May 9, by FineMark Bank

Have you ever used a free online file converter? If your answer is yes, you may want to think twice before doing it again. The FBI has issued a warning that some of these tools could be used by cybercriminals to steal your personal information or infect your device with...

Learn More Here

Dear FineMark: What do I do if an aging parent who needs help but is refusing it.

Posted May 7, by FineMark Bank

2024 Annual Report

Posted April 25, by Joseph R. Catti

Our Vision, Mission & Values

Our Commitments

Why FineMark?

Leadership

Meet a few of our clients

Wealth Management

Personal Banking

Business Banking

Lending

Investments

Trust & Estate

Planning

FineMark Sports Management

News

Perspective

Resource Videos

Recipes

FineMark Radio

FBI Warns: Online File Converters Could Be Stealing Your Information

Dear FineMark: What do I do if an aging parent who needs help but is refusing it.

2024 Annual Report

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FBI Warns: Online File Converters Could Be Stealing Your Information

Dear FineMark: What do I do if an aging parent who needs help but is refusing it.

2024 Annual Report

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