Adam Rothbart
Financial planning for individuals and business owners

Wealth management, trustee and ESOP services in Portland123 Free Street, Portland, ME



Spinnaker Trust is a financial firm offering wealth management, trustee services, ESOP trustee services and real estate consulting. Its wealth management work covers financial planning and investment solutions across accounts, with advice the firm describes as personalized and objective. The team serves individuals, families and trustees, and the firm reports more than 40 team members, over 500 clients and more than $3 billion in assets managed.
The office is at 123 Free Street in Portland, Maine, with a mailing address at Post Office Box 7160. Clients can reach the firm by phone or through the contact form on its website. The firm also publishes market commentary and leadership transition articles, and it has been named one of the 2026 Best Places to Work in Maine.
Financial planning for individuals and business owners

Comprehensive financial planning for individuals and business owners


Comprehensive financial planning, investments and retirement strategies
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