Sanford Institution For Savings

Spinnaker Trust, based in Portland, ME, specializes in wealth management and trustee services, focusing on personalized and objective advice to help clients achieve their financial aspirations while safeguarding their legacies for future generations. With a team of 40 talented professionals managing $3 billion in assets for 500 clients, Spinnaker Trust is committed to understanding each client's unique financial landscape. Recognized as one of the 2024 Best Places to Work in Maine, the firm values employee experience and workplace culture, aiming to provide clients with compassionate and insightful financial support. Their comprehensive services include financial planning, investment solutions, and real estate consulting, all designed to optimize assets and fulfill fiduciary obligations. Generated from the website

Our wealth management advisors in TIAA’s Portland, ME office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 607-6273.