Spinnaker Asset Management Inc

Financial planner in Warwick, RI (show on map)

5.0

★★★★★

2 reviews

Spinnaker Asset Management provides comprehensive financial planning, investment management, and insurance services, collaborating with CPAs and estate planning attorneys to meet clients' unique financial goals.

Call (401) 884-3210

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About

Financial planning is the process of creating a comprehensive roadmap to help you achieve your short‑ and long‑term financial goals. It involves evaluating your current financial situation, setting priorities, and developing strategies in key areas such as cash flow management, investing, retirement planning, risk management, tax planning, and legacy planning. An

effective financial plan also includes collaboration with other professionals—such as Estate Planning Attorneys, CPAs, and insurance specialists—to ensure every aspect of your financial life works together in a coordinated, tax‑efficient, and legally sound way.

Collaboration with CPAs and Estate Planning Attorneys

Educational approach to financial planning

Personalized, tax‑efficient legacy planning

Services

Financial Planning

Comprehensive roadmap to achieve short- and long-term financial goals, including cash flow management, investing, retirement planning, risk management, tax planning, and legacy planning.

Collaboration with CPAs and Estate Planning Attorneys Customized solutions tailored to individual lifestyles and goals Use of advanced technology for detailed information gathering

Cash Flow Management and Budgeting

Track, analyze, and optimize money flowing in and out of accounts to ensure liquidity, prevent shortfalls, and support long-term financial stability.

Real‑time tracking of income and expenses Budgeting tools to align spending with priorities Emergency fund planning

Retirement Planning

Align income needs and lifestyle goals with investment strategies to prepare for a confident retirement.

Personalized retirement income projections Integration of Social Security, pensions, and healthcare needs Tax‑efficient withdrawal strategies

Investment Management

Align your portfolio with goals, risk tolerance, and time horizons through disciplined, research‑driven strategies.

Disciplined, research‑driven strategies Ongoing monitoring and adjustments Diversified investment solutions

Risk Management

Identify, assess, and protect against potential financial losses through insurance, diversification, and emergency savings.

Insurance solutions for illness, disability, property damage, market downturns, and premature death Diversification strategies to minimize impact of market volatility Emergency savings planning

Legacy Planning

Pass wealth, values, and assets to the next generation in a thoughtful and tax‑efficient way, using trusts, gifting, and charitable giving.

Trust and estate planning strategies Gifting and charitable giving to reduce tax exposure Preservation of assets for heirs or causes

Credentials & Certifications

Series 7 and 66 licenses

Certified Financial Planner (CFP®)

MBA

Reviews

Rating

★★★★★

Reviews

"Her clients are very lucky to have her!"

Frequently Asked Questions

What is the role of Spinnaker Asset Management as a registered investment advisor? +

As a registered investment advisor, Spinnaker Asset Management is required to provide ADV Forms 2A & 2B and the most recent ADV Form 3, the Client Relationship Summary (Form CRS). These disclosures contain important information about how the firm operates, any limitations that may apply, and relevant background on its principals and employees. Form CRS also provides answers to questions relevant to individual clients.

How does Spinnaker Asset Management collaborate with other financial professionals? +

Spinnaker Asset Management collaborates with Certified Public Accountants (CPAs) and Estate Planning Attorneys to ensure every aspect of clients’ financial well‑being is considered when developing customized solutions. This collaboration is highlighted in the mission statement and service descriptions.