At FineMark National Bank & Trust, we believe that a relationship begins with getting to know you, your values and challenges. Our professionals understand that every individual and situation is unique. We will work with you and your family to create a comprehensive financial strategy that parallels your personal values and financial goals. Together, we will create something extraordinary, building your legacy that will last for generations to come.
In Jupiter, we have forged a very experienced and dedicated team, focused on delivering the highest levels of service. They have decades of experience in banking, trust and investment services and look forward to serving clients in this community.
From press releases, quarterly reports, and leader commentary to blogs and recipes from our chef, everything you need to know about FineMark can be found right here.
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.
Fine dining and financial services- two things you may not think of together unless of course, you’re a FineMark client.
So much of modern banking and wealth management is done electronically, making meaningful interactions between associates and clients more challenging. FineMark is committed to a very personal style of doing business and sharing a meal is a wonderful way to get to know our clients on a personal level.
In addition to employing a full-time executive chef, FineMark enlisted the work of McCann Design Group to create an environment that feels more like a home than a business. Visitors are welcomed by an inviting space and often times, the hint of sometime wonderful being prepared in the fully equipped commercial kitchen.
Chef Daniel Diaz changes the menu on a regular basis, depending on what is fresh and available locally. He has invaluable knowledge in sustainability and organic gardening, choosing freshly grown food, whenever possible. Chef Diaz studied culinary arts from Le Cordon Bleu College of Culinary Arts in Miami. He’s worked in fine dining restaurants and as a private chef, serving high net worth clients and their families throughout the Palm Beach area.
In addition to lunches FineMark hosts client cocktail receptions, educational presentations and events for outside groups in the Jupiter office. It’s a valuable way FineMark gives back, as well as build a strong rapport with the community it serves.
Like they say, nothing brings people together like good food! We welcome you stop by for a visit and a bite to eat.