fbpx

Menu

Our Wealth Management Services

Our Wealth Management Services

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.

Banking & Lending

Banking & Lending

We take time to get to know you, understand your financial situation, and suggest solutions that meet your unique needs.

Investments

Investments

We invest in you by asking questions, learning about your risk tolerance, and listening to your plans for the future.

Financial Planning

Planning

We’ll customize your financial plan to help manage your money, maximize your cash flow, and protect your assets now and through retirement.

Trust & Estate Planning

Trust & Estate Planning

It’s normal for estate planning to feel uncomfortable. We’ll proactively partner with you to establish a plan long before it’s needed.

Sports Management

Sports Management

We partner with pro athletes, coaches, and executives to help preserve their capital and maintain the lifestyle they’ve worked so hard to achieve.

Our Approach

We take a holistic and collaborative approach to wealth management. Our team has the right resources, technology and expertise to simplify your finances, manage your wealth, and fulfill your wishes for the future. Our solutions are selected to fit each distinctive financial situation and may include a variety of tactics and strategies.

We Go Above and Beyond

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.

Whether you use a handful of our services or all of them, our solutions are designed to work together and remove the complexities that sometimes go along with wealth, making your financial life as seamless as possible. Additionally, our professionals are empowered to make decisions that provide fast and effective results.

Tools to Help You Organize Your Financial Life

Our advisors use innovative tools and resources to depict where you stand financially today and predict where you’ll be tomorrow. For example, we utilize online wealth management software to collect and display all of your financial accounts and assets onto one easy-to-read page. This software also provides interactive charts and detailed summaries that illustrate your net worth, making it easy to track your spending habits, monitor your cash flow, and review your retirement plan. Additionally, for a consolidated view of your financial picture, our advisors can pull information from any financial institution.