Call us: (401) 884-3210
At Spinnaker Asset Management, we're a little different than most of the firms you may know.
First, you don't need millions of dollars to invest to be our customer. We help people of all income levels because no matter where you are in your plan for financial independence, you still need to protect what you have accumulated today.
Secondly, we are a fee-only adviser.
Schedule your complimentary investment portfolio review today.
Will you have enough money to retire?
Click here to answer this question; it takes less than 5 minutes and gives you the answer along with interesting variations for you to consider.
How can I calculate my approximate mortgage payment?
Use one of the financial calculators to answer these (and more) questions.
Spinnaker Asset Management has other resources available to you, at no cost.
If you have further questions or can't find what you are looking for, please contact us. We are glad to answer your questions.
Our client services include retirement planning, investment management services, education planning and comprehensive fnancial planning. Visit the client services page to learn more.