Sarasota, FL Office

DayMark Wealth Partners serves a mix of individual (including high‑net‑worth) clients, trusts, retirement plans, and institutional accounts, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm also acts as a sub‑adviser to private funds and separately managed accounts, and offers access to alternative and private securities alongside more typical holdings such as stocks, bonds, mutual funds, ETFs and options.

Portfolios are managed on a discretionary basis with ongoing monitoring and rebalancing, and strategies may combine internally managed models, third‑party managers accessed via the Dynasty TAMP, and held‑away account implementation tools such as Pontera. DayMark uses fundamental, technical, quantitative and ESG analysis among other methods and retains the ability to tailor allocations and employ alternatives, margin, and digital‑asset products where appropriate to client objectives.

Compared with many multi‑team firms, DayMark’s role as a private fund adviser and its receipt of performance‑based carried interest is notable, and the firm refers investors to the DayMark Fund I, LP with related revenue sharing disclosed. Representatives also act as insurance agents and the firm integrates fee‑based insurance products into wealth management, and its ownership and financing arrangements — now principally owned by CWC Harbor Investor, LLC and having financing relationships with Dynasty affiliates — are disclosed as potential sources of conflicts of interest.