Spinnaker Asset Management INC.

Spinnaker Asset Management is a registered investment advisor based in Warwick, Rhode Island. The firm offers a range of services including individual and model portfolio management, financial planning, and consulting. Spinnaker Asset Management builds portfolios using a mix of exchange-traded funds and individual securities, tailoring investments to each client's specific goals, risk tolerance, and tax considerations. In addition to managing investments, Spinnaker Asset Management creates customized financial plans covering retirement, education, debt management, and insurance optimization. Clients can also receive focused consulting on specific financial topics.