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Planning Your Future

If you're like many of us, you may find that your hectic schedule doesn't leave you time to adequately plan your financial future...

Reaping Rewards

Or perhaps you have already accumulated the rewards of a successful career and are ready to begin planning your retirement...

Kephart & Associates is an independent investment planning and wealth management service with the complete freedom to choose the services and investment opportunities that best suit your goals.
Either way, we can ease the process to help ensure you're well on your way.

At Spinnaker Wealth Management, we can help you:

  • identify financial priorities

  • manage your current wealth
  • plan for your future financial needs

Who We Are

Independence ensures your interests are met

Spinnaker Wealth Management is an independent investment planning and wealth management service with the complete freedom to choose the services and investment opportunities that best suit your goals.

Your investments, working together

We counsel clients who desire a high level of attention and service on how to help ensure that all of their financial activities are working together to help them achieve their financial objectives.

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