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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?
        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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        Leadership
        At FineMark, our vision, mission and values drive everything we do. These principles define our culture and are upheld and exemplified by our executive leadership team and board members every day.
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    - - Wealth Management
        Wealth Management
        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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      - Banking & Lending
        Banking & Lending
        At FineMark, we understand that wealth management involves coordinating all aspects of your financial life and making sure that every component is available in one place, with one team of experts.
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        Investments
        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.
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      - Trust & Estate
        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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      - Financial Planning
        Planning
        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
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      - Sports Management
        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
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    - - News
        News
        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 Experts Perspectives
        Perspective
        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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      - Resource Videos
        Resource Videos
        In our video resource library, you will find detailed instructions on how to access and navigate your online accounts, and customize your banking platform to best suit your needs.
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        Recipes
        Check out FineMark’s Chefs latest recipes
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        FineMark Radio
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Review our blog below. Our professionals discuss the latest trends on fraud, planning your estate and more!

2024 Q1 Shareholder’s Earnings Release

Posted April 17, by Joseph R. Catti

On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—FineMark’s Chairman & CEO is pleased to report on our performance for the first quarter of 2024.
Review the Earnings Release

Go Paperless!

Posted April 14, by FineMark Bank

Closeup financial chart with uptrend line candlestick graph in stock market on monitor background

2024 First Quarter Review & Commentary

Posted April 12, by Christopher T. Battifarano

Our Vision, Mission & Values

Our Commitments

Why FineMark?

Leadership

Meet a few of our clients

Wealth Management

Banking & Lending

Investments

Trust & Estate

Planning

FineMark Sports Management

News

Perspective

Resource Videos

Recipes

FineMark Radio