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
Please click on the video link below to view our 3rd Quarter Overview
Read more about Spinnaker’s Fossil Fuel Free Portfolio
We developed the Fossil Fuel Free Portfolio to provide our clients with an environmentally friendly investment strategy. Since the portfolio's inception, fossil fuel free investing has gained significant momentum both locally and nationally with many major educational institutions and charitable organizations choosing to divest from fossil fuels. We look forward to discussing this new investment option with you.