Spinnaker Trust: Preserving a Way of Life

When you look to the future, what do you see?

At Spinnaker Trust, we will help you reach the tomorrow you want to create. Our mission is to help our clients build wealth, and protect it, while preserving peace of mind. With objective and personalized advice, we guide our clients toward their investment goals, help them to manage and conserve their assets and work hard to ensure that their legacy is ready and waiting for future generations.

The seasoned professionals at Spinnaker Trust have the in-depth knowledge that you need to build and protect your wealth. They know each client’s unique financial thumbprint. Just as important, they know their families, their values and their hopes for the future.

With Spinnaker, you will always be a valued individual, much more than the sum of your investments.

Please click on the video link below to learn more about Spinnaker Trust.

Spinnaker Trust Corporate Story Video

Spinnaker Trust 1st Quarter 2016 Newsletter

Spinnaker Trust 1st Quarter 2016 Review Video

BE ALERT!

Spinnaker Trust reminds you to be alert to scammers, either through email or on the phone.

In particular please note that the IRS continues to warn consumers to guard against scam phone calls from thieves intent on stealing their money or their identity. Criminals pose as the IRS to trick victims out of their money or personal information. Here are several tips to help you avoid being a victim of these scams:

  • Scammers make unsolicited calls
  • Callers try to scare victims
  • Scams use caller ID spoofing

The IRS will not call you to demand payment.

For more details please see the IRS web site.