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:

  1. Fill out your contact details
  2. Provide your referral’s contact info (only one referral per submission)
  3. 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


  • Who would you like to refer to Spinnaker?

  • This field is for validation purposes and should be left unchanged.