In just 16 months, Spinnaker Investment Group surpassed $200 million in asset management — demonstrating their commitment to helping individuals find financial stability and independence. Morgan Christen and Joe Stapleton join us to discuss their firm, as well as wealth management trends to look out for this year.

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The information contained herein is based on internal research derived from various sources and does not purport to be statements of all material facts relating to the securities mentioned. The information contained herein, while not guaranteed as to the accuracy or completeness, has been obtained from sources we believe to be reliable. Opinions expressed herein are subject to change without notice.