Our Approach

A Mutual Investment

At Spinnaker Financial Group, our dedication is to you – our client. Locally-owned , our only interest is meeting your specific financial needs and and striving to grow your portfolio.

Because we are an independent, we have the ability to respond quickly and flexibly to your needs. Our specialties cover a broad range of investment areas, and our collective experience of over 57 years in the financial services industry speaks of our ability to clearly, knowledgeably, and objectively present you with investment options, giving you the confidence of making educated financial decisions.

We are committed to guiding you and your family toward a stable financial future, and we look forward to working our best for you.

Experienced in our field, dedicated to our clients. Spinnaker Financial Group.