With Spinnaker Investment Group’s experience working with attorneys, we have developed a specialized team to help assist you in achieving your financial goals. From considering tax impacts to educating investors, Spinnaker’s guidance is tailored to match your career trajectory.
Investment Advisory and Financial Planning Services are offered through Spinnaker Investment Group, an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of Spinnaker Investment Group.
Spinnaker Investment Group does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the viewer.
This is a representative list of clients being shown for purposes of demonstrating the types of clients that we work with, or have worked with, and should not be considered exhaustive. It is not known whether the listed clients approve or disapprove of Spinnaker Investment Group or its services.
Spinnaker Investment Group does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Intended for educational purposes only and not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors
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