Our Story

Investmark was founded as a way to leave the status quo behind and offer a truly client-centric wealth management experience.

Where the stockbrokers and wirehouses had proprietary products they needed to sell, we clearly saw the value of offering an independent firm dedicated to designing portfolios that best suit the unique needs of each client.

As early adopters of the advisory approach, we have evolved to offer a hybrid platform that provides our clients with access to institutional-level managed portfolios and an array of investment and planning solutions to provide additional diversification where desired to help pursue each client’s individual goals. 

Investmark also has important strategic relationships with partners whose dedication to excellence supports our mission. Namely, our broker/dealer is Commonwealth Financial Network®, which has been recognized as the Investment Advisor Magazine Broker/Dealer of the year an unprecedented 11 times and has account assets of more than $114 billion (click here to learn more).  Clearing and custody is handled via National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company    

We have a long history in Fairfield County, Connecticut, having had offices in Newtown, Westport, Fairfield, and Stratford. Our headquarters are now located at 3 Enterprise Drive in Shelton, Connecticut.  We also have branch offices in Stamford, Glastonbury, and Bristol, Connecticut, and Lebanon, New Hampshire.

35 year seal

Building 2018

Client-Focused 

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.

 

 

Goals-Based

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

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.