Legal Disclosures & Compliance Statements
Spinnaker Financial Advisors, LLC is a registered investment adviser [registered with the State of Idaho and the State of Utah. Registration does not imply a certain level of skill or training.
The content on this website is for general informational and educational purposes only. It is not personalized investment, tax, or legal advice, and it should not be relied on as such. Please consult a qualified professional about your specific situation.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
This website is not an offer to provide advisory services in any jurisdiction where Spinnaker Financial Advisors, LLC is not registered or exempt from registration.
Client accounts are held at Charles Schwab & Co., Inc., member SIPC. Spinnaker Financial Advisors, LLC is independent of and not affiliated with Charles Schwab & Co., Inc.
Market data on this site is provided by TradingView, may be delayed, and is shown for informational purposes only.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
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No advice may be rendered by Spinnaker Financial Advisors unless a client service agreement is in place. Our firm provides fee-only fiduciary advice, meaning we do not accept commissions or referral fees from third parties. All recommendations are made based solely on the best interests of our clients, adhering to the highest standards of integrity and transparency in the financial planning process.
The information provided on this website does not constitute an offer to sell or a solicitation of an offer to buy any securities. Content is gathered from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed. We encourage all visitors to consult with their legal, tax, or financial professionals regarding their specific situations before making any investment decisions.