Retirement may seem far away for many people. Time also has a funny way of “sneaking up,” and changing plans quicker than anticipated. That leaves people with a ton of questions and concerns about what to do next in their post-work lives.
These and other inquiries may be answered by the dedicated team at Spinnaker Asset Management, Inc. The Warwick-based financial planning and investment management firm focuses their talents and resources on their clients, needs, today and in the future.
Spinnaker Asset Management President Ron Kent and his team have decades of experience managing their clients’ wealth. Their knowledge used in planning and executing investment strategies have benefitted their clients immensely.
According to Kent, “Education, planning, and management are hallmarks of our company; we are here to provide these services for all of those interested in achieving their financial and lifetime goals and objectives.”
“We try to help people understand the financial jargon, the concepts of prudent investing, and the products and services that are offered in the markets, and through our firm, with managing client investments,” Kent continued. “Every industry has its own vocabulary, and finance is no exception. People need to know what these terms mean to grasp the concepts of our planning activities.”
Planning is a long-term activity, and no one knows it better than the Spinnaker team. With over 70 years of planning and investment management experience, they are well qualified to educate, plan, and manage client accounts.
“While our planning process spans years and often decades, the arrival of the presidential election this year has introduced added market volatility, but doesn’t affect our activities as much as most people think,” Kent said. “Time has a way of smoothing market trends and planning encompasses enough time to make this kind of event less important.”
“Post election, the governing party in Congress will determine to what extent fiscal spending and taxation will affect investor sentiment. There should be plenty of time to determine an effective strategy to address this challenge. Afterall, the market hates uncertainty, and that will be removed after November of this year,” Kent said.
One way to see growth within a company comes from expansion. Kent recently announced their move into Warwick Executive Park (AKA “The Summit”), at the intersection of Centerville Road and Route I-95 (250A Centerville Road, Suite #2, in Warwick. They moved from their former home office on Commonwealth Avenue, also located in Warwick.
Kent said that the recent surge of new clients and wanting to serve the community better were reasons for moving into their new location.
“We moved into our new office to consolidate and improve communications and to provide a professional atmosphere for clients,” he explained. “While our offices provide every comfort for clients, we are interested in expanding our educational program to include more people in the seminars. We currently provide seminars on many subjects that are related to the financial markets, and to individual financial conditions and related interests.”
One advantage of their new office is its location. While the current space is relatively small, it provides a reception area, a spacious conference room, a private office, and a presentation room for seminars and morning coffee meetings.
Spinnaker has also recently increased its staff and added administration personnel, and a third financial advisor to respond to the increase in financial planning and account management demand. Sarah Holbrook handles most of the client onboarding and communication paperwork, and Sarah Szabo has joined the team as their newest financial advisor.
Sarah Szabo joined the Spinnaker team in September 2024. She graduated from Ohio Wesleyan University in 1997 with a Bachelor’s Degree in Sociology. In 2004, she earned an additional Bachelor’s degree in Education from Rhode Island College. She also holds her Series 6, 63, 65, and life and health insurance licenses.
In November 2018, after teaching math and english for 11 years, Szabo transitioned into the financial industry, as a financial professional with New York Life. During her time there, she focused on estate and retirement planning, with families, individuals, and business owners.
As a previous educator, Szabo focuses on the education process of financial planning. Taking an educational approach encourages her clients to be active participants in understanding and creating their financial plan. She knows every client has their own goals, values, and priorities, and her thought process is “no two plans are alike.” While building long-term relationships with clients, Szabo helps them to be successful, and to identify their goals and priorities to help build a successful financial plan with Spinnaker Asset Management.
Szabo lives in Narragansett, with her husband, two children, and yellow lab. She enjoys traveling with her family, coaching recreational lacrosse, and riding horses.
Spinnaker Asset Management holds free seminars to educate the community about various financial products and services, goal planning, retirement and legacy planning, and financial alternatives to future conditions that may occur.
They recently held events in September that focused on such topics as retirement plans, as a benefit for Small Business, Coffee Hour Network Health and Wellness, and Living and Legacy Planning. More seminars and educational meetings are in process for October and November. These will form the basis for a continuing educational plan for public awareness and knowledge.
Further details about Spinnaker Asset Management can be found by visiting their website at https://www.spinnakerassetmgt.com/. Ron Kent can be reached at rkent@spinam.com.
Additional information can be obtained, either by contacting their staff at 401-884-3210, or by checking their website for their email addresses.
Information presented in this article is for educational purposes only and is not intended to constitute legal, tax, accounting, or investment advice. Any information presented is based on data obtained from sources believed to be reliable, but such data is not guaranteed as to accuracy, and does not purport to be complete.
