Spinnaker Investment Group

Are you on track to achieve your financial goals?
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. Spinnaker Investment Group is a boutique, family-owned investment company that helps each investor design, implement and run a portfolio. We work directly with each client to help them realize their financial independence. From setting savings goals to navigating the complex financial marketplace, our managers take the stress out of investing. While we cannot give you happiness, we can give you the things that matter: a safe, secure future for your family, better investment strategies and portfolios that suit your personal goals.

At Spinnaker Investment Group, our core belief is that everyone has the opportunity to develop a financial portfolio. Whether you are a lawyer at a major firm or a doctor in a small clinic, we can help you get on track financially. We take the emotion out of investing so that you can enjoy the short-term and long-term results that you need. Our team of experts has years of experience in the finance industry, and they use this experience to guide you through the process.

Spinnaker Investment Group is the premier financial planning firm in Southern California. Through our diverse array of expertise, financial managers and portfolios, we are able to help each client to gain the financial independence and earnings that they need. At Spinnaker, we believe in:
Goals-Based Investing
Each client has different goals that they need to meet. Instead of lumping every goal into a single investment, we focus on investing money in ways that satisfy each objective. Spinnaker Investment Group takes a holistic approach to looking at your life, expectations and goals to design an investment portfolio that is perfectly tailored to meet your needs.
Portfolio Vigilance
Your needs are constantly changing, and your portfolio should be adjusted to match. Throughout the investment process, we continuously monitor, assess and adjust portfolios to achieve the optimal results.
Confidence Creates Financial Independence
Whether you plan on being the first person to kayak around the Americas or want to start a gourmet restaurant, you will need a heightened level of financial stability. Through investing, you will gain confidence in knowing that your portfolio is balanced to meet all of your present and future goals. We work every day to provide you with the financial security that you need to pursue your dreams and be independent. Through financial wellness, you can achieve true freedom.
Each investor is unique, so Spinnaker Investment Group works one-on-one with investors to promote financial health. From climbing Mount Everest to enjoying a new home with your family, we work to bring you the financial results you need to be confident, happy and secure