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DayMark Wealth Partners

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United States
Cincinnati, OH
DayMark Wealth Partners

We help serve multigenerational families and successful individuals to better define their financial goals and build a path for their financial future.

We are an independent registered investment advisor, skilled at helping people better define their financial goals and build a path for their financial future. Headquartered in Cincinnati, DayMark Wealth Partners was founded in 2022 by a team of seven private wealth professionals with diverse backgrounds and expertise with numerous professional credentials, industry certifications and awards. The

founding members have a combined industry experience of nearly 200 years — representing a vast amount of knowledge and insights that we bring to each client relationship. We work closely with multigenerational families and successful individuals, including business owners and entrepreneurs, providing guidance and leadership as they grow through every phase of their lives.

07/17/2026

Join us for an upcoming virtual webinar: "Technology Investing: Is AI Opportunity or Hype?"

With so much being said about AI and investing, it can be hard to know what to make of it. This webinar offers a clear, straightforward look at the topic.

We're pleased to welcome Terry Pettorini, Senior Regional Advisor Consultant with Columbia Threadneedle Asset Management, who will walk us through AI's real impact on the markets, in terms that make sense.

📅 Wednesday, August 19th at 12:00 PM ET

We'll close with a live Q&A, so bring the questions you've been meaning to ask.
Click here to join: https://bit.ly/4wbsJoD

07/08/2026

Most people feel like they're on track for retirement, but feeling ready and being ready are two very different things. These four questions can help you take an honest look at where you actually stand and whether there are gaps worth addressing before they become problems.

At DayMark, we help professionals, families, and business owners build retirement plans that are clear, complete, and built around what matters most to you. If one of these questions gave you pause, that's a good place to start.

We're here to help. Reach out to schedule a conversation: https://bit.ly/3OBLbSS

07/04/2026

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.

06/29/2026

Today, we're proud to announce the final close of DayMark Fund I — a $25M private markets vehicle built in partnership with Opto Investments.

Here's what makes it different:

- Equal allocation to private equity AND venture capital

- A barbell approach: established PE managers anchoring one side, emerging VC managers across AI, defense, biotech & enterprise software on the other

- Added diversification through secondaries and direct deals

- A performance-weighted fee structure: carried interest is earned only after investors reach a specified MOIC threshold

Private markets are no longer a "nice to have" for the multigenerational families and business owners we serve. They're essential. But access, diligence, and ex*****on have historically been the barriers.

That's exactly why we partnered with Opto. Their AI-driven investment platform handles sourcing, diligence, onboarding, and administration so our advisors spend less time on paperwork and more time with clients.

Read more about the details:
https://bwnews.pr/4faWUpy

We're proud of the DayMark team and our partners at Opto Investments, as we build the future of independent, same-side of the table partnership with our clients.

Learn what true fiduciary advice can do for you and your family's financial future. Schedule a conversation with us today. Visit DayMarkWealthPartners.com

06/26/2026

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. Sometimes a quick conversation is all it takes to get back on track.

Ready to check in? Reach out to our team today: https://bit.ly/3OBLbSS

06/22/2026

We are seeking a detail-driven, numbers-focused Financial Controller to serve as a key member of our senior leadership team at DayMark Wealth Partners. Reporting directly to the CEO, you will oversee all aspects of the firm's financial operations, from maintaining the integrity of our financial statements and managing the general ledger, to ensuring compliance and supporting strategic decision-making across all office locations.

At DayMark Wealth Partners, we combine a boutique client experience with institutional capabilities, and we're looking for someone who values collaboration, professionalism, and long-term growth.

Qualified candidates are encouraged to submit a resume and an optional cover letter outlining their relevant experience and interest in DayMark Wealth Partners to [email protected] or https://bit.ly/4gyDnR1

06/21/2026

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.

06/11/2026

This week, we're celebrating four years of DayMark Wealth Partners and we couldn't be more grateful. What started in 2022 has grown into something truly special: clients and families who trust us with what matters most, a team that continues to raise the bar, and relationships we deeply value. We’re proud of the progress made and remain committed to the work ahead. Thank you for your continued trust and partnership.

06/03/2026

Part of taking care of our clients means helping them protect what matters, even when that means showing up with a shredding truck. 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. This is the kind of event we are proud to offer, and we look forward to doing it again.

06/01/2026

We're thrilled to welcome Rex Mack, CFP®, Patrick Petsche, Vince Costanzo, and Anthony Costanzo to DayMark Wealth Partners. With deep expertise in multigenerational wealth planning and a client-first mindset, they're strengthening our Midwest positioning and helping us surpass $6 billion in assets under management.

Learn more about their addition to the team in the recent Business Wire feature: https://bwnews.pr/4akirt6

Address

Cincinnati, OH
45242

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.daymarkwealthpartners.com/contact-us/

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