Financial Guidance for Vineyarders, Simplified.
Vineyard Wealth Group, LLC is a Registered Investment Adviser founded by longtime West Tisbury resident Grant Joiner, CFP®. The firm was established with the belief that Islanders deserve affordable and straightforward financial guidance from an advisor who understands their unique needs.
With nearly 20 years of industry experience, Grant combines tax-smart strategies with investments, retirement planning, and cash management to remove the guesswork from personal finances. As a CERTIFIED FINANCIAL PLANNER® professional, Grant operates as a fiduciary, ensuring that your needs and best interests always come first.
Contact us today to simplify your financial life—right here on the Island.
Our Services
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Investments
At Vineyard Wealth Group, we offer model portfolios to simplify your investment strategy while reducing risk through diversification. These portfolios align with your goals and provide institutional-quality management at lower costs, helping you maximize value.
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Retirement Planning
Whether you're building wealth, preparing for retirement, or managing income, we create tailored plans that align with your goals. Our process provides a clear, color-coded view of your financial picture, including income, savings, expenses, and a full inventory of assets, liabilities, and insurance —all updated instantly to keep your strategy current and on track.
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Cash Management
We maximize your cash returns by combining Money Market Funds, CDs, and Treasuries, ensuring every dollar works harder. Unlike banks, we focus on growing your interest earnings so we both benefit. Talk to us today to optimize your cash strategy!
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Social Security Analysis
Social Security plays a vital role in retirement planning, but timing and strategy are key to maximizing your benefits. We provide personalized analyses to help you avoid mistakes and align your benefits with other income sources. Contact us today to build a smarter Social Security strategy!
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Risk Management
Life is full of uncertainties, and comprehensive risk management is essential. We provide portfolio, asset, and insurance reviews to identify gaps and offer tailored guidance. Let us help you protect what matters most.
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General Financial Guidance
Financial planning encompasses all aspects of your financial life, from managing debt to preparing for major life goals. As a fee-only financial planning firm, we provide unbiased advice tailored to your goals. Paid solely by clients—not commissions— we prioritize your best interests with transparency and trust.