Clients, VIPs join Spinnaker Investment Group to Celebrate New Headquarters

Spinnaker Investment Group LLC, a privately owned, boutique investment firm, recently opened new headquarters to more than 140 clients, guests and elected officials. The firm has steadily added clients and named additional investment advisors to its team, driving its expansion to new offices.

Guests attending Spinnaker’s open house included Newport Beach Mayor Pro-Tem Will O’Neill, past Newport Beach Mayor Rush Hill, Newport Beach Chamber of Commerce president Steve Rosansky and Craig Properties CEO Steve Craig.

Launched in 2016 by CEO and Chief Investment officer Morgan Christen and Joseph Stapleton, President, Spinnaker offers a unique client-focused approach to wealth management and related services, advising individuals, entrepreneurs and businesses on a 360-degree scope of financial matters.

Stapleton says the new larger office in the Koll Center Newport business complex offers the firm an excellent ground-floor location in an integrated campus with amenities that further enhance the client experience. “Being next door to the Pacific Club significantly adds to our options for hosting clients and organizing events,” he said.

According to Vice President of Investments Andrew Krongold, Spinnaker has grown steadily since its launch and now has more than $300 million in managed investments. “Our service resonates with our clients, because we advise them just as a CFO would advise a business, providing consistency and helping to prepare for stages in their lives,” Krongold said.

Spinnaker Investment Group, LLC is a privately owned, boutique Investment Company that cares deeply about its clients and is committed to helping them realize their financial independence. An independent practice that does not represent a specific company, bank or Wall Street institution, the company’s mission is to deliver the highest level of comprehensive wealth management service, helping customers achieve their financial goals and ultimately establish a safe, secure future.

With more than 30 years of combined investment experience, the Spinnaker team supports this mission by providing expert financial planning, wealth planning, retirement planning, asset management, securities and insurance. For more information, visit www.SpinnInvest.com.

The company’s new address is 4100 MacArthur Blvd. Suite 120, in Newport Beach CA 92660, and its office phone number remains (949) 396-6700.

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