Send a Referral - Spinnaker Investment Group

We now offer Investment S.O.S.: A Second Opinion Service for your colleagues, friends or family.

Know of someone who might be in a storm or going through choppy seas with their investments?

You want to make sure they chart the right course — Spinnaker Investment Group is ready to serve as a life raft!

The referral is easy:

Fill out your contact details
Provide your referral’s contact info (only one referral per submission)
Upon submission, an automated email will send to you, your referral, and a member of the Spinnaker team to get connected

For questions, contact us here or at info@spinninvest.com

Your Name*
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Your Email*
Who would you like to refer to Spinnaker?
Referral First Name*
Referral Last Name
Referral Email*
Referral Phone #*
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I consent and am responsible to providing my referrals contact information and having Spinnaker reach out to these contacts (compliant with Spinnaker's Privacy Policy) *
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