Sunmark Family Office

Wealth Management
Family Office Services
Investments
Our Clients
Contact Us
About Us

Wealth Management the
way it should be.

We offer objective investment counselling and financial planning to high-net-worth individuals, families and not-for-profit organizations. Sunmark Capital Management is an independent wealth management firm based in Jacksonville, Florida that serves select clients throughout the country. We offer objective, fee-only investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one.

Our goal is simple: to make sure our clients feel confident and secure about their financial future.

Our Investment Philosophy

Independence and objectivity
Active due diligence
Investment Risk Management
Institutional-quality managers
Customized portfolio planning

Our Clients

Our client base is made up of Family Offices, family trusts and foundations, corporate executives, entrepreneurs, 401k plans and not-for-profit institutions. The one common element for everyone is privacy and confidentiality.

Contact Us in Confidence

We know that privacy is important to you.

We invite you to contact us in confidence. Please call or email us for additional information. We’d like to tell you more.

Joe Solsona - CEO
Phone: +1 (904) 394-3904
Email: joe@sunmarkusa.com