We work with you to develop a precisely tailored mix of stocks, bonds, cash and other assets, selected based on your unique financial goals. Your unique risk profile emerges as we analyze your intermediate and long-range financial objectives, build a clear understanding of expectations, and adjust as your needs change.
We will demonstrate how Spinnaker's 'Personal CFO' model orchestrates a diverse array of financial services, with a goal of saving you both time and money. Put your financial advisor to the test with a complimentary portfolio review from our local fiduciary advisors.
We will demonstrate how Spinnaker's 'Personal CFO' model orchestrates a diverse array of financial services, with a goal of saving you both time and money. Put your financial advisor to the test with a complimentary portfolio review from our local fiduciary advisors.
Services
Our team of experts has years of experience in the finance industry, and they use this experience to guide you through the process. Morgan Christen is the Chief Executive Officer and Chief Investment Officer of Spinnaker Investment Group, LLC. In this role, he leads the investment committee in building customized portfolio solutions for high-net worth clients.
Spinnaker Investment Group has years of expertise managing investments for clients with wide-ranging needs and goals, including individual professionals, small businesses and corporations. This range of wealth management experience has helped us develop a suite of concierge-level services that we are proud to offer to our clients.
While money may not buy happiness, it certainly buys security and stability. You have to be prepared for anything to happen, and we can help. From setting savings goals to navigating the complex financial marketplace, our managers can help take the stress out of investing. Confidence, independence, and financial wellness are more than just bywords for Spinnaker Investment Group; they are the words we live by.
With Spinnaker Investment Group's experience working with attorneys, we have developed a specialized team to help assist you in achieving your financial goals. From considering tax impacts to educating investors, Spinnaker's guidance is tailored to match your career trajectory. We set up a date and time for a phone call or zoom meeting that works best for you, and establish general guidelines.
In a study by YCharts, 66% of clients say that more frequent/more personalzed contact would give them more confidnce in their financial plan. In a study of Americans over 50, successful planners-those who stuck with their plans-achieved an average total net worth three times higher than those who didn't plan.
Reviews (3)
Phil Vandermost
Apr 14, 2021
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Spinnaker Investment Group offers pretty much everything you could want from a financial advisory team. Very service-oriented principals, who are smart and active money managers, tech-savvy communicators (a major time-saving convenience), truly independent fiduciaries, and highly transparent and fair as it relates to their fees. Having confidence and trust in your investment advisor is a luxury and if this is what you're looking for, calling them would be a great move.
Laura Samson
Oct 21, 2020
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Chris Bergen
Oct 28, 2017
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