As with all of our clients, our primary goal is to preserve your capital and ensure you’re able to maintain the lifestyle you’ve worked so hard to achieve. We take a collaborative, concierge approach, ensuring you’re involved and know exactly what’s happening with your money at all times.
We start by getting to know you and understanding your values. Working alongside you, we’ll devise and oversee your financial plan, and offer objective advice related to banking, estate planning, asset management and insurance review. Now and in the future, our professionals are ready to assist you anytime and anywhere.
Professional athletes and others who work in the public eye face unique challenges. At FineMark, we understand that capital preservation is critical, particularly when the length of a professional career can be unpredictable. Our investment strategy is designed to preserve earnings made during your “playing” years and prevent major losses from occurring within your portfolio.
Your quality of life today—and in retirement—matters. We’ll ensure you maintain that lifestyle by helping you become debt-free while you’re still earning your largest paychecks. We’ll structure loans for aggressive repayment, making sure your debts are paid off when your professional career ends.
A strong financial plan provides the foundation for your financial life in one complete picture. It’s a game plan created to help you manage your money and protect your assets now and in retirement. As we develop your plan together, we’ll also create a cash flow analysis that allocates after-tax income to expenses, debt repayment, savings and investments. With these resources in place, you’ll have everything you need to move forward confidently through every stage of your life.
Executive Vice President, President & Chief Executive Officer
FineMark National Bank & Trust (Arizona)
President, FineMark Sports Management
FineMark Sports Management is led by Dave Highmark. Dave has worked with professional athletes throughout his career with large financial institutions and as president of his own sports management company. Along with the FineMark team, Dave is dedicated to always doing what is right for you—providing accountability and transparency at all times—while acting in your best interests.
“My job requires me to travel around the world for most of the year. Consequently, we rely on professionals to handle our affairs while we’re away from home. We trust our teammates at FineMark to handle these responsibilities for us.”
“I’m so happy that I met Dave from FineMark Sports Management early in my professional career—before I’d signed any large contracts. He always does what’s best for me. Dave and the FineMark team are available 24/7 for my financial needs and beyond. I trust them completely.”
“Sally and I’ve had the good fortune to associate ourselves with a great team of trusted advisors over the years. FineMark is an integral part of that team. We’re not just clients, we’re also shareholders; and we feel very much a part of the FineMark family.”