In today's demanding schedules, there is seldom time to think of the bigger questions and their important answers.
What longer term goals are important to me and my family?
Am I doing all that I can to help achieve these goals?
How much risk am I taking in my current financial affairs?
How do recent events and economic change affect me?
Are all my financial affairs working together in the best possible way to help achieve my lifestyle goals?
Spinnaker Wealth Management helps clients define their goals and create a Wealth Plan, and then builds strategies based upon this Plan to achieve both near-term and long-term goals.
Once we establish your Wealth Plan, we meet with you regularly to review both investment performance and your Plan, and modify your Plan to reflect any changes in circumstances.
An Ongoing Perspective
We give clients a well-developed, forward-looking Wealth Plan that incorporates their current economic circumstances. A strong Plan helps our clients keep long-term objectives in mind while addressing near-term change.
Dale Kephart is a registered principal with, and offers securities and advisory services through Linsco/Private Ledger, Member NASD/SIPC, a Registered Investment Advisor.