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:
View Top Employees from Spinnaker Investment Group, LLCWebsite | http://www.spinninvest.com |
Revenue | $1 million |
Employees | 12 (12 on RocketReach) |
Founded | 2016 |
Address | 4041 MacArthur Blvd Ste 475, Newport Beach, California 92660, US |
Phone | (949) 396-6700 |
Technologies |
JavaScript,
HTML,
PHP
+25 more
(view full list)
|
Industry | Financial Services, Finance General, Financial Planning, Finance, Wealth Management, Retirement Planning, Insurance Planning, Investment Planning, Asset Management |
Competitors | Balboa Wealth Partners, Inc., Biltmore Capital Advisors, LLC, Ferguson Johnson Wealth Management, Inc., Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Spinnaker Investment Group, LLC employee's phone or email?
The Spinnaker Investment Group, LLC annual revenue was $1 million in 2024.
Joe Stapleton is the President of Spinnaker Investment Group, LLC.
12 people are employed at Spinnaker Investment Group, LLC.
Spinnaker Investment Group, LLC is based in Newport Beach, California.
The NAICS codes for Spinnaker Investment Group, LLC are [523, 52, 5239].
The SIC codes for Spinnaker Investment Group, LLC are [62, 621].