OUR SERVICES

Your personal Chief Financial Officer.

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.

INVESTMENT SOLUTIONS

  • Portfolio Management

  • Defined Benefit | Contribution

  • Stock Option | Restricted Stock

  • Liquidity | Banking*

  • College Funding

  • IRA | ROTH | SEP IRA

  • Charitable | Endowments

RETIREMENT PLANNING

  • Financial Planning

  • Cash Flow Planning

  • Withdrawal Strategy

  • Social Security and Medicare Evaluation

  • Business Succession

ESTATE & TRANSFER PLANNING

  • Estate Overview

  • Tax Minimization Concepts

  • Charitable Gifting

  • Beneficiary Designations

  • Trust Services*

  • Life Insurance Consulting

  • Valuation Services*

REAL ESTATE

  • Investment Property Considerations

  • Property Management Services*

  • Commercial & Residential Brokerage Services*

  • Lending & Mortgage*

RISK MANAGEMENT

  • P&C Liability Overview*

  • Legal Structuring | Entity Formation*

  • Health Care Evaluation*

  • Long-Term Care

Spinnaker Investment Group also maintains relationships with a diverse network of professionals who work seamlessly with us in providing 360 degrees of services, including:

ACCOUNTING

  • Bookkeeping*

  • Tax Planning*

  • Bill Paying*

  • Debt Management*

  • Balance Sheet Preparation*

  • Tax Return Preparation*

  • Budgeting & Spending*

  • Cash Flow Monitoring | Reporting*

BUSINESS PLANNING

  • Cash Management

  • Investment Banking*

  • Business Valuation*

  • Succession Planning

  • Legal Work*

  • Corporate Governance*

  • Key Man | Buy-Sell

FAMILY & LIFESTYLE

  • Finance Oversight

  • Family Governance | Education

  • Personal Banking

  • Travel Planning Assistance

  • Private Charter (Yacht & Air)

*Spinnaker does not directly offer these services, rather we outsource to other providers.