Wealth Management
At Spinnaker Trust, we collaborate with clients to understand the needs and the goals of each generation. This builds a strong foundation that we can use to plan your financial future.
Frequently Asked Questions
$1 million of investable assets.
Spinnaker Trust is a full-service wealth management firm. We offer traditional investment management and wealth planning services for those who do not need trustee services.
Yes! When providing financial advice, we act as a fiduciary, and therefore, our guidance is always in the best interests of the client.
We charge a fee on assets under management so that our interests are aligned with those of our clients. We do not sell any products (life insurance, annuities, etc.).
There is a separate fee schedule for trustee services.
Yes. We take pride in our ability to be flexible, accommodative and to make decisions quickly regarding the administration of your trust.
Yes! We offer a fossil fuel free portfolio and provide access to ESG funds. We’re happy to screen stock portfolios to ensure they align with your values.
We work with a select number of families to provide Family Office Services. Since these services are highly customized, we suggest having a conversation to see if we are a good fit.
We provide comprehensive financial planning taking into consideration all assets, revenue and potential sources of liquidity. We counsel clients on how their asset mix will evolve over time so they’re able to make informed spending decisions throughout their lifetime. There is no additional fee for financial planning services.
We are uniquely staffed to provide access to experts proficient in trust strategy, tax, gift planning, real estate, alternative investments, and financial planning. We proactively work with your attorney or CPA to support your needs.
Spinnaker Trust offers investment options that are right sized for our portfolio, like private equity and real estate.
Investment Management Client
