Stuart, FL 309 SE Osceola St. Office
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DayMark Wealth Partners, LLC
Multi-team
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About
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.
Based on DayMark Wealth Partners, LLC
Expertise
Based on DayMark Wealth Partners, LLC
Location
309 SE Osceola St., Ste 201
Stuart FL 34994
Advisors at this office
2
Advisors at this office
Emily R
Series 66
Stuart, FL
DayMark Wealth Partners, LLC
Emily Rowe is a financial advisor at DayMark Wealth Partners, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for six years. Outside of her advisory role, she owns Giraffe Herding, LLC, a business based in Port St. Lucie, Florida. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.
Steven R
CFP®, Series 63, Series 65
Stuart, FL
DayMark Wealth Partners, LLC
Steven Rowe is a CFP® with 39 years of industry experience, currently serving at DayMark Wealth Partners, LLC since 2025. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years, Wells Fargo Clearing for 2 years, and A. G. Edwards & Sons, Inc. for 12 years. Rowe also owns Multi-Dimensional Wealth Management Inc., an investment-related business based in Palm City, FL. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internal models, third-party managers, and held-away account tools, employing various analytical methods and providing access to alternative and private securities alongside traditional investments.
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