When you look to the future,what do you see?
Preserving Your Way of lIfe
Our Difference
At Spinnaker Trust, our mission is to work with our clients to build and protect wealth while preserving peace of mind. As seasoned professionals, our goal is to understand your unique financial thumbprint.
We are here to provide you with advice that is personalized and objective, so we can guide you toward your aspirations while ensuring that your legacy is ready for future generations.
With Spinnaker, you are much more than the sum of your investments. We value you as an individual and honor your trust in us.
I very much appreciate the sincere approach that Spinnaker takes toward financial planning. When faced with major decisions, Spinnaker has been there for our us. Their next generation of advisors connect with our kids too. Their ability to break down complicated concepts is much appreciated.”
Financial Management Client
How We Help
Our Services
Wealth Management
We work with our clients to optimize their assets so that they are aligned with their goals. We offer a full suite of wealth management services including planning and investment services for their various accounts.
Trustee Services
We work with compassion and sensitivity to help trustees understand their complete financial picture and the road forward.
ESOP Trustee Services
We pride ourselves on our thorough internal processes and documentation to ensure we fulfill all the fiduciary obligations to protect your ESOP.
Real Estate Services
We offer a suite of consulting services to assist clients with their real estate needs. Our firm is here to help whether you’re trying to unlock value from an existing real estate portfolio, passing along property to the next generation, or considering an investment in commercial real estate.
40+
Talented Team Members
500+
Clients
$3B+
Assets Managed
Spinnaker Trust was recently named one of the 2024 Best Places to Work in Maine.
This statewide survey and awards program was designed to identify, recognize and honor places of employment that benefit the state’s economy, its workforce and businesses. Honorees are chosen based on an evaluation of nominated companies’ workplace policies, practices, and demographics, and an employee survey that measures the employee experience.
