Vineyard Wealth Group, LLC is a fee-only registered investment adviser based in Vineyard Haven, Massachusetts, serving individuals and families on Martha’s Vineyard. Founded by Grant Joiner, a CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent, the firm brings investment management, tax planning and preparation, and estate planning together under one advisory fee. Its approach is designed to coordinate financial decisions rather than treat them as separate tasks, with guidance tailored to clients’ goals, risk tolerance, cash needs, and tax situations.

The firm works with retirees and people nearing retirement, busy professionals and nonprofit leaders, families planning for future generations, and local business owners. Services include building and managing investment portfolios, developing tax strategies and preparing tax returns, and helping clients create and maintain estate planning documents through a partnership with Wealth.com. Vineyard Wealth Group emphasizes fee transparency and fiduciary responsibility, and offers complimentary consultations at its Vineyard Haven office or by phone. Its local perspective informs planning around Island considerations such as seasonal income, real estate decisions, and multigenerational estates.