Spinnaker Investment Group also maintains relationships with a diverse network of professionals who work seamlessly with us in providing 360 degrees of services, including:
Your personal Chief Financial Officer.
Schedule an Appointment
Spinnaker Investment Group has years of expertise managing investments for clients with wide-ranging needs and goals, including individual professionals, small businesses and corporations. This range of wealth management experience has helped us develop a suite of concierge-level services that we are proud to offer to our clients. Contact one of our wealth managers, and together we can assess a complement of services and strategies to achieve your goals.