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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?
        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
        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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        FineMark provides personalized banking services, tailored to your goals, with convenient checking and deposit options.
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        We’ve designed our business banking services to help you take care of your commercial banking needs quickly and efficiently.
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        Our customized wealth management encompasses personal and business lending solutions tailored to your needs, from personal loans to complex business financing.
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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.
        FineMark Internally Managed Strategies Investment Services
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        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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        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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        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
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        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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        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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        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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2021 Annual Report

May 19, 2022 by Joseph R. Catti

Review our 2021 Annual Report and letter from our Chairman and CEO, Joseph R. Catti. Our people once again went above and beyond and as a result, FineMark experienced a record year.

Our Vision, Mission & Values

Our Commitments

Why FineMark?

Leadership

Meet a few of our clients

Wealth Management

Personal Banking

Business Banking

Lending

Investments

Trust & Estate

Planning

FineMark Sports Management

News

Perspective

Resource Videos

Recipes

FineMark Radio

2021 Annual Report

About

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