Spinnaker Trust: Preserving a Way of Life

When you look to the future, what do you see?

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

Spinnaker Trust ESOP Trustee Services Video

Spinnaker Trust 3rd Quarter 2017 Newsletter

Spinnaker Trust 3rd Quarter 2017 Review Video

Amanda Rand Takes the Helm at Spinnaker Trust

Rand takes over from founder, Dick Curran, who will remain chairman of the board and continue to provide client services.

For Spinnaker Trust, the new year will bring with it new leadership. Amanda Rand, the wealth management firm’s Chief Trust Officer, was announced on October 19th 2017 as Spinnaker’s next President at a reception celebrating the company’s first 17 years of success.

We invite you to watch a video of Amanda and Dick discussing the transition here