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Wealth Planning

Time is Scarce

Your days are hectic - you go to meetings, teach classes, write briefs, and arrange playdates for the kids.

Managing your financial affairs in these rapidly changing times requires the time and resources that today's hectic schedules often don't permit.

Priorities Compete

At Spinnaker Wealth Management, we understand that while managing your financial affairs is a high priority, it may not be your highest priority. We can help you assess the options and opportunities available and create a Wealth Plan that will help you to achieve your financial goals.

We help you evaluate and develop a coordinated approach to the many different aspects of your financial activities, helping you to make effective, strategic decisions.


Dale Kephart is a registered principal with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a Registered Investment Advisor.

© 2005 Spinnaker Wealth Management