At Spinnaker Financial Group, we are committed as Family Financial Strategists to provide comprehensive financial planning, investment solutions, advocacy and guidance, customized for your personal situation. At the core of our recommendations is the Investment Policy Statement prepared for each client. The Investment Policy statement is a guiding blueprint that defines the individual investment goals and objectives, a target rate of return, specific strategies that should be used to meet these objectives, and includes asset allocation, risk tolerance, and liquidity requirements.

Our Financial Life Planning Process Defined

Financial Life Planning is our consultative financial planning and wealth management process that begins with an in-depth evaluation of your complete financial situation. Once we clearly understand your whole picture and what’s important to you and your family, we then can provide a personally tailored strategy. Our process looks at investment management, risk management, retirement planning, all delivered with the experience and unwavering integrity of Spinnaker Financial Group and in coordination with your other professional advisors.

Comprehensive Financial Services

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Portfolio Analysis
  • Legal and Estate Planning
  • Tax Planning
  • Risk Management
  • Business Succession Planning
  • Monitoring, Service and Communication