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 upgrading the system that produces your statements and provides your online experience. After a lengthy vetting process we believe that we have found the best partner. Many factors were taken into account, but most importantly, we wanted to find a forward- thinking technology partner committed to continually improving their clients’ experience so that we can continually improve your client experience.