Spinnaker Asset Management, Inc

Investment Management, Financial Planners, Financial Planning Consultants

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(401) 884-3210Call Visit WebsiteVisit Website Map & DirectionsDirections3970 Post RdWarwick, RI 02886 Write a ReviewWrite Review

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Spinnaker Asset Management, Inc

Charitable Giving
Financial planning is often integrated into an estate plan whereby conservation of an estate, minimization of tax burden, maximization of charitable contributions and other philanthropic goals are met. This often requires the cooperation of all clients involved, investment advisors and estate/trust attorneys to produce an often complex plan that accomplishes the desired results. We offer these services to all clients as requested.

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Places Near Warwick with Investment Management

East Greenwich (3 miles)
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Barrington (13 miles)
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West Greenwich (15 miles)
North Kingstown (15 miles)
Warren (15 miles)

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Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Fax: (401) 884-3360
AKA: Spinnaker Asset Management LLC
Other Link: https://www.spinnakerassetmgt.com
Other Email: Email Business
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (401) 884-3210

Address: 3970 Post Rd, Warwick, RI 02886

Website: https://www.spinnakerassetmgt.com

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Spinnaker Asset Management, Inc

Charitable Giving
Financial planning is often integrated into an estate plan whereby conservation of an estate, minimization of tax burden, maximization of charitable contributions and other philanthropic goals are met. This often requires the cooperation of all clients involved, investment advisors and estate/trust attorneys to produce an often complex plan that accomplishes the desired results. We offer these services to all clients as requested.

Investment Management
Our mission is to provide investment management services to clients desiring a discretionary advisory relationship. It is our purpose to serve our clients in a manner that we, ourselves, would like to be served and to promote trust. Custody of client assets, asset movement, account statements is provided by a firm that is separate and apart from Spinnaker Asset Management Inc.
Wealth Management
From Rhode Island College, Lisa began her career in financial services at Fleet Bank as a retail customer service representative. In 2004, after the Fleet and Bank of America merger, she continued her career with Bank of America and took on other roles including consumer loans, technical support, branch support and business analyst. In 2007, while expecting her twin girls, Lisa had the opportunity to obtain her Series 7. Upon obtaining her license she began a position as an investment advisor representative with Banc of America Investments. Shortly after the birth of her daughters, Lisa accepted a position as a trader at Fidelity Investments. She held the role for 2 years before transitioning to a Client Manager within the Institutional Wealth Management Group, which she held until 2018. Lisa spent one year as a Financial Advisor at Merrill Lynch before joining Spinnaker.

Financial Planning
Financial planning is the exercise that determines whether you have set attainable goals for yourself or your family with regard to retirement, education, business or other specific objectives and articulates a reasonable plan to achieve them.
Retirement Planning
The percentage of workers who are confident about having enough money for a comfortable retirement is essentially unchanged from the record lows of 2011, according to the 2013 Retirement Confidence Survey.
Asset Management
Spinnaker Asset Management Inc. is a registered investment advisor whose purpose is to actively manage client investible assets. Spinnaker manages these resources by directing client assets into positions similar to those contained within a narrowly defined model portfolio whose investment objectives are compatible with the client. Model portfolio composition and content are periodically adjusted according to market conditions as expressed by economic trends, market/sector/group valuation, individual issue fundamental metrics, and various technical measures of price and volume trends.
College Funding
Our client services include retirement planning, investment management services, education planning and comprehensive financial planning. Visit the client services page to learn more.

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