Concierge Financial Planning for Attorneys

SpinnLaw

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.

Our Process

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Make an Appointment

We set up a date and time for a phone call or zoom meeting that works best for you, and establish general guidelines. Confidentiality is prioritized throughout the relationship. 
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Intro Meeting

To get a better picture of where you stand, we will talk about your current financial situation, your future financial goals, and get to know you better so that we can build you a personalized plan.
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The Plan

We then take all the information we gathered from you, crunch the numbers, and run projections for your unique situation. At our next meeting, we present the plan to you with all our recommendations to optimize your investment strategy.
null

Make an Appointment

We set up a date and time for a phone call or zoom meeting that works best for you, and establish general guidelines. Confidentiality is prioritized throughout the relationship. 
null

Intro Meeting

To get a better picture of where you stand, we will talk about your current financial situation, your future financial goals, and get to know you better so that we can build you a personalized plan.
null

The Plan

We then take all the information we gathered from you, crunch the numbers, and run projections for your unique situation. At our next meeting, we present the plan to you with all our recommendations to optimize your investment strategy.
BOOK AN APPOINTMENT

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.

Firms We Have Worked With

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.

Upcoming Events

SpinnLaw Attorney Social: A Happy Hour at the Pacific Club

Thursday, October 21 ⋅ 5:30 – 7:30 PM PST

Limited availability

The Pacific Club – 4110 MacArthur Blvd, Newport Beach, 92660, CA, USA

Spinnaker Investment Group, info@spinninvest.com

Case Studies

BOOK AN APPOINTMENT

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