Founded in 2015, Spinnaker Investment Group is an independent wealth management firm dedicated to helping clients achieve their financial and life goals. As a fee-only fiduciary, the company provides customized investment management, financial planning, retirement planning, and family office services. Their approach focuses on creating disciplined, tax-efficient investment portfolios and building long-term client relationships based on trust, transparency, and a deep understanding of each client's unique circumstances.

Founded in

United States