Our Firm
Since 2001, Spinnaker Trust has served families and institutions nationwide from our office in Portland, Maine. Our clients come to us for personal service, expert advice, long-term relationships – and a reason to visit our beautiful city.
The Way We Work
Our Philosophy
Spinnaker Trust was intentionally built to be different than the traditional trust company or wealth management firm. We pride ourselves on providing each client with sophisticated wealth planning paired with a collaborative team of experts. Our independence allows us to choose the best partners for our clients’ evolving needs in research, technology and investments. From the start, we provide a holistic and tailored experience.
Bringing The Personal Touch
Our Process
Determine needs and goals
We’ll get to know each other. In an initial client meeting, we’ll tell you about Spinnaker’s wealth management philosophy while you tell us about your goals. We’ll only move forward once we both agree that our relationship is a good fit.
Gather and analyze relevant data
This phase is where we do our homework. We’ll study your assets, determine your risk tolerance, and complete paperwork. As soon as we understand your full financial picture, we can work with you to move forward.
Develop and implement strategic financial plan
In this step, we present a tailored financial plan and refine it until it meets your immediate needs and sets you up to reach your long-term goals.
Rebalance, Report, Re-Evaluate
We provide ongoing support with regular reviews, portfolio rebalancing, tax optimization, and monitoring cash needs. We will meet with you regularly to address changes promptly and ensure you are confident in how your money works for you.
Meet The Team
Our People
Our team is proud to live and work in Portland, Maine. Learn more about us below, and don’t hesitate to reach out. We look forward to working with you.
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Board of Directors
Richard E. Curran Jr., Esq., Director
Spinnaker Trust
Robert R. Gould, Director
Spinnaker Trust
Blaine S. Grimes, Director
ocean house consulting, llc
Christian L. Barner, Esq., Director
Bergen & Parkinson, LLC
James D. Delamater, Director
Delamater Financial Consulting Group, LLC.
Amanda V. Rand, Esq., Director
Spinnaker Trust
Welcome to Spinnaker Trust, where our people truly set us apart from other financial services firms. Our team has strong women in leadership roles and staff of all ages, from their 20s to their early 70s. We have Chartered Financial Analysts, MBAs, lawyers, CPAs, Certified Financial Planners and more all on staff. We really pride ourselves on being very high touch and spotting and solving problems for clients, often before they even know there is an issue. I’m extremely proud of our team.
Amanda V. Rand, Esq.
President & CEO
