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

  • 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.