Our Firm
Founded in 2001, we’ve been serving families and institutions across the country for over two decades from right here in Portland, Maine. Our clients come to us for personal service, expert advice, long-term relationships… and a reason to visit our beautiful city now and then.
The Way We Work
Our Philosophy
Spinnaker Trust was built to be intentionally different than the traditional trust company or wealth management model. We pride ourselves on providing each client with access to sophisticated wealth planning through a delightful customer experience by being a part of a collaborative team of experts. We recognize that we can learn more from each other than by going it alone. By remaining independent, we can select the best partners for our clients’ evolving needs (research, technology, investments, etc). From the onset, we offer a holistic, unique experience.
Bringing The Personal Touch
Our Process
Determine needs and goals
We’ll get to know each other. In an initial client meeting, we’ll tell you about Spinnaker’s wealth management philosophy while you tell us about your goals. We’ll only move forward once we both agree that our relationship is a good fit.
Gather and analyze relevant data
This phase is where we do our homework. We’ll study your assets, determine your risk tolerance, sign agreements, and complete paperwork. As soon as we understand our client’s full financial picture, we can work with them to move forward.
Develop and implement strategic financial plan
In this step, we present our clients with a financial plan that suits their needs and refine it until both sides are comfortable. Our plans are designed with a strategy in mind, enabling our clients to meet their long-term goals.
Rebalance, Report, Re-Evaluate
We stay with you through the long haul providing consistent internal reviews, rebalancing portfolios to target allocation, tax optimization, and monitoring cash needs. We will meet with you regularly to make sure any changes you need are implemented promptly and that you are comfortable with how your money works for you.
Meet The Team
Our People
We have chosen to live and work in Portland, Maine for many reasons. You can learn a little bit about us on our website, but don’t hesitate to reach out. We look forward to working with you.
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Board of Directors
Richard E. Curran Jr., Esq., Director
Spinnaker Trust
Robert R. Gould, Director
Spinnaker Trust
Blaine S. Grimes, Director
Gulf of Maine Research Institute
Christian L. Barner, Esq., Director
Bergen & Parkinson, LLC
James D. Delamater, Director
Delamater Financial Consulting Group, LLC.
Amanda V. Rand, Esq., Director
Spinnaker Trust
Welcome to Spinnaker Trust, where our people truly set us apart from other financial services firms. Our team has strong women in leadership roles and staff of all ages, from their 20s to their early 70s. We have Chartered Financial Analysts, MBAs, lawyers, CPAs, Certified Financial Planners and more all on staff. We really pride ourselves on being very high touch and spotting and solving problems for clients, often before they even know there is an issue. I’m extremely proud of our team.
Amanda V. Rand, Esq.
President & CEO
