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Venture capital firm

Spinnaker Trust

Wealth management and trust firm giving personalised investment advice to individuals and families

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About Spinnaker Trust

Spinnaker Trust manages and protects wealth for individuals and families. Its stated mission is to build and preserve clients' assets while giving them peace of mind.

Services

Investment management: manages and conserves assets against each client's goals.
Personalised advice: guidance described as objective and based on the whole family's values.
Legacy planning: aims to keep wealth ready for future generations, treating each client as an individual rather than a set of holdings.

Who it serves

Individuals and families who want long-term guidance rather than a narrow focus on their investments alone.

Key facts

Recognition: named among the 2021 workplace honourees in Maine, a statewide employee-survey programme
Service type: trust and wealth management

Profile written by TrustList from the business's own published information, Oct 2026.

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