Our Story

Investmark began with a revolutionary new approach: provide a truly client-centered wealth management experience.  Nearly 40 years later, we continue to stand by the importance of offering concierge-level service and unrivaled dedication to pursuing our clients’ goals.

As is still the case with so many stockbrokers and wirehouses, the ‘status quo’ was firms with proprietary product, quotas, and generating commissions.  We clearly saw the need for an independent firm dedicated to designing portfolios to suit the unique needs of each client.

We were early adopters of the advisory approach, and offer a hybrid platform that provides thoughtful, goals-based advice and strategies that leverage institutional-grade managed portfolios, a vast array of investment and planning solutions, and broad diversification to help pursue each client’s individual goals.

While we embrace the benefits of technology (and offer a state-of-the-art account access platform), we place the highest priority on our people and the personal connections they have with our clients.  We are very proud of the team we have assembled, the quality and efficiency of their work, and their genuine concern for our clients.  You will always get to speak with a real person, and we’ll make sure you get to the best person to help with every request.

Investmark serves clients across the country from Maine to Florida to Arizona to Oregon and we have a long history in Fairfield County, Connecticut, with headquarters currently located in Shelton, Connecticut.  We also have branch offices in Glastonbury and Bristol, Connecticut, and Lebanon, New Hampshire. 

Primary Principles:


Investmark is dedicated to providing high-net-worth clients with personalized, sophisticated wealth management guidance. We believe that the purpose of financial planning is to improve the quality of your life. Our recommendations are based solely on what is appropriate for each client to help pursue their long-term goals.


Our client relationships are based on a clear understanding of our clients' goals. Our wealth management strategies are designed to pursue those goals through all market conditions.


Independent advice is the cornerstone of our wealth management process. We are motivated by the best interests of our clients and are not obligated to use any particular products for any other reasons. 

Our Broker/Dealer 

While we are a fiercely independent firm, we do have long standing important strategic relationships and partners whose dedication to excellence supports our mission.  The most important of these is our broker/dealer, Commonwealth Financial Network®.  Commonwealth has been recognized as the Investment Advisor Magazine Broker/Dealer of the year an unprecedented 9 times and has account assets of more than $114 billion (click here to learn more).  They provide back-office processing and support in many areas of the business.  This affiliation allows us to stay focused on our clients’ needs and gives us depth and economies of scale that rivaling the largest firms in the country.  Clearing and custody are handled via National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.       


Building 2018

Corporate Headquarters Location

35 year seal