A complete list of active advisors currently associated with Spinnaker Investment Group, LLC
Warmer can help you find a great advisor at Spinnaker Investment Group, LLC or one who fits your needs even better.
Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm also advises on and manages assets held in insurance products and related accounts, and discloses an affiliated insurance agency (Spinn Insurance Services) and supervised persons who are licensed insurance agents. The firm typically implements diversified portfolios by allocating primarily to mutual funds and ETFs, using a blend of fundamental and macro analysis and an approach that emphasizes asset allocation and client behavior. Spinnaker uses third‑party managed‑account platforms (including Envestnet and Altruist) and, when appropriate for accredited or eligible clients, may recommend private placements, real estate DSTs, REITs, and tax‑sensitive strategies such as 1031/IRC 721 exchanges. Distinctive aspects include its >$1 billion in assets under management combined with explicit insurance‑related activities — an uncommon feature among similar team firms — and its capacity to work with insurance‑maintained products (variable life and annuities) through affiliated insurance relationships. The firm also integrates digital estate‑planning tools (Wealth.com), provides ERISA fiduciary retirement plan consulting, and may offer bundled platform options (e.g., Altruist One), each of which the brochure discloses along with potential conflicts of interest.
To learn more about the advisors currently working at Spinnaker Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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