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.
We are very proud to announce that we have two employees who have earned high honors in 2016.
Kate Wilkinson earned the designation of Certified Wealth Strategist (CSW®) after months of rigorous work and training. Kate is now even better prepared to discuss wealth strategies, including estate planning, gifting, and insurance, all of which help generations of families devise smart, thoughtful financial plans.
In addition, congratulations to Eben Jose! He earned the CFA® (Chartered Financial Analyst) charter in August. This has been a multi-year series of exams and is a very high honor for securities analysts. We appreciate the incredibly hard work he put into this effort, and are happy for the exciting result!