Mission statement:

At Spinnaker Asset Management, our mission is to understand each client’s unique financial circumstances and objectives. We recognize that every client has different lifestyles, priorities, values, and goals.As fiduciaries, we always place our clients’ best interests first. Our team specializes in Financial Planning, Insurance, and Investment Management, and we believe in collaboration—not only with our clients but also with other financial professionals. We regularly engage with Certified Public Accountants (CPAs) and Estate Planning Attorneys to ensure every aspect of our clients’ financial well-being is considered when developing customized solutions. Most importantly, we build a foundation of trust and transparency, providing clients with lifelong financial guidance.