We help serve multigenerational families and successful individuals to better define their financial goals and build a path for their financial future.
Q3 2026 Market Outlook: Market leadership is expanding beyond the Mag 7, small caps are making a comeback, and the Fed enters a new era. See the key trends we're watching through year-end.
Learn more: https://t.co/QPksTkRYS9
Join us for an upcoming virtual webinar!
Terry Pettorini, Senior Regional Advisor Consultant with Columbia Threadneedle Asset Management, will walk us through AI's real impact on the markets, in terms that make sense.
Click here to join: https://t.co/2z3Dw40wym
Feeling ready for retirement isn’t the same as being ready. These four questions can help you see where you truly stand. At DayMark, we help build clear, complete plans around what matters most.
Reach out to schedule a conversation: https://t.co/SUZQF4YyMm
Happy 4th of July from all of us at DayMark Wealth Partners! Wishing you a safe, joyful, and memorable holiday weekend with your family and friends.
#IndependenceDay#USA
Today, we're proud to announce the final close of DayMark Fund I — a $25M private markets vehicle built in partnership with Opto Investments. Read more: https://t.co/LpgXKPB1JS
We're halfway through 2026. A good time to make sure your financial plan still fits your life.
A mid-year review does not have to be complicated. A quick conversation is all it takes to get back on track.
Ready to check in? Reach out to our team today: https://t.co/SUZQF4YyMm
We’re hiring a detail-driven Financial Controller to join DayMark Wealth Partners’ senior leadership team, reporting to the CEO and overseeing firmwide financial operations and strategy.
Apply here: [email protected] or https://t.co/bwrWbgvgkz
Happy Father’s Day from all of us at DayMark Wealth Partners. Today we celebrate the fathers and father figures who provide strength, guidance, and support.
#FathersDay#Legacy#CelebrateDads
Celebrating 4 years of DayMark Wealth Partners. Grateful for the clients, families, and relationships that trust us with what matters most. Proud of what we’ve built and focused on what’s ahead. Thank you for being part of it.
Our 2026 Shredding Event we hosted last week gave clients a safe, simple way to dispose of sensitive documents, and the response was incredible. We shredded 4,000 pounds of information onsite, with one business-owning client bringing 42 banker's boxes alone.
We're thrilled to welcome Rex Mack, CFP®, Patrick Petsche, Vince Costanzo, and Anthony Costanzo to DayMark Wealth Partners. Strengthening our Midwest positioning and helping us surpass $6 billion in assets under management.
Learn more: https://t.co/mpVJC9I0lc
Today is 5/29, a reminder that education planning continues to evolve. From doubled K-12 limits to trade school coverage and permanent ABLE rollovers, the rules have been updated creating real opportunities for families planning.
Have questions? https://t.co/SUZQF4YyMm
We’re hiring a Director of Client Relations to support our advisors and deliver a high-touch client experience. At DayMark, we blend boutique service with institutional strength and value collaboration, professionalism, and long-term growth.
Apply now: https://t.co/daVim7kryP
We were honored to be the Presenting Sponsor of the Green Beret Foundation event this past Thursday. To our veterans, military families, and community, thank you. We celebrate you this Military Appreciation Month and always.
Our Q2 2026 Market Outlook is here and this quarter, we're going "Back to the Future."
The S&P is flat, but underneath the surface, this market is full of opportunity.
Read the full commentary here: https://t.co/jcTkOazUH0
At DayMark, these aren't just words. They're how we show up for every client, every day. Because behind every financial plan is a family, a dream, or a legacy worth protecting, and we take that seriously. Let's start building yours.
Reach out to us today:https://t.co/SUZQF4YyMm