About Us
Mission Statement
At Spinnaker Asset Management, our mission is to know and understand each client’s financial circumstances and objectives. We understand that clients have different lifestyles, priorities, values and goals. As fiduciaries, our objective is to ensure their best interests are always top priority. Our team of professionals specialize in the areas of Financial Planning, Insurance and Investment Management.
We believe in collaboration with both our clients and other financial professionals. We make it a practice to engage with other specialists such as Certified Public Accountants (CPA) and Estate Planning Attorneys. This is to ensure the full financial well-being of our clients is taken into consideration when developing customized finacial solutions. Most importantly, we build a foundation of trust and transparency with our clients by providing them with a lifetime of financial guidance.
Who We Are
At Spinnaker Asset Management, our vision is to serve individuals, families and small businesses providing them with a lifetime of finacial guidance. We seek to remain a client[1]centric focused organization and envision innovative, collaborative client experiences. Our purpose is to help take the complexities out of client’s financial lives so they can live their best lives. We believe in collaboration with all members of the firm, other professionals and most importantly, our clients. Our motto is “One Team, One Spinnaker”
Disclosures
As a registered investment advisor, Spinnaker Asset Management Inc, is required to provide our ADV Forms 2A & B, and the most recent ADV Form 3, CRS.
These disclosures provide important information that describes how our firm operates, what limitations there may be, and relevant background information on the principals and employees of the firm. Additionally Form CRS provides answers to some questions that may be relevant to your specific situation. Please access these forms from the following links.
- Form ADV Part2A, Firm Brochure
- BrokerCheck site hosted by FINRA, BrokerCheck Diclosure
- Fee Schedule, Fee Schedule Disclosure
- Form ADV Part 2B, Brochure Supplement, Ron Kent
- Form ADV Part 2B, Brochure Supplement, Lisa Picillo
- Form ADV Part 3, Form CRS