You can expect your advisors at Spinnaker Trust to get to know you and your personal financial situation very well.
We will ask questions, review all your financial assets and do the financial planning work with you to help build your path forward.
We will understand what makes you tick and what you really care about. And we pledge that you will never be surprised by what we are doing or what we are thinking. We will communicate clearly and often in whatever way works best for you.
When we say we’re invested in your journey this is not just a tag line. We help you move through your financial life with ease, both for planned events and unplanned events. Spinnaker Trust will be a steady, thoughtful partner for you and your family for generations.
“They come to our area twice a year and meet face to face with us. We sit down and review the market, look at all the individual holdings that we have, and lay out plans for the next six months.”
