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 Scottsdale, AZ, Norman Gordon, President of Arizona and Dave HighMark, President of FineMark Sports Management, 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.
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.
We take time to get to know you, understand your financial situation, and suggest solutions that meet your unique needs.
We invest in you by asking questions, learning about your risk tolerance, and listening to your plans for the future.
We’ll customize your financial plan to help manage your money, maximize your cash flow, and protect your assets now and through retirement.
It’s normal for estate planning to feel uncomfortable. We’ll proactively partner with you to establish a plan long before it’s needed.
We partner with pro athletes, coaches, and executives to help preserve their capital and maintain the lifestyle they’ve worked so hard to achieve.