CRD: 330619
Vineyard Wealth Group, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
About Vineyard Wealth Group, LLC
Vineyard Wealth Group is a fiduciary RIA serving Martha's Vineyard residents with straightforward financial planning and investment management. Founder Grant Joiner (CFP, IRS Enrolled Agent) pairs model or customized, tax-aware portfolios with retirement planning, cash and fixed income management (money market funds, CDs, Treasuries), and year-round tax strategy and preparation. Estate planning support is delivered via a Wealth.com partnership.
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Owner & Executives
Grant Alan Joiner
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5287453
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,924,968 | $220,505 |
| Non-Discretionary | $0 | -- |
| Total | $22,924,968 | $220,505 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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