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. For clients seeking more customization, we tailor portfolios to help minimize capital gains and incorporate specific companies or market sectors, ensuring your investments reflect both your objectives and your values.

As an Enrolled Agent (EA) licensed by the IRS, Grant provides guidance on complex tax matters and helps clients make smarter decisions year-round, not just in April. Our proactive approach integrates tax strategy into every part of your financial plan, from minimizing your tax bill and managing life changes to evaluating Roth conversions and charitable giving opportunities. We also coordinate closely with your CPA or handle direct filing when needed, ensuring your tax strategy stays aligned with your broader financial goals.

A thoughtful estate plan protects your legacy and supports those you love. Through our partnership with Wealth.com, we offer a secure, streamlined way to create and maintain key documents like wills, trusts, and healthcare directives, with education and support every step of the way. We’ll help you clarify goals, organize assets, and keep your plan aligned with your financial strategy so you can move forward with confidence.

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. We also incorporate detailed Social Security analysis to help you optimize claiming strategies and coordinate benefits within your broader retirement plan.

Looking to minimize risk? Our cash and fixed income strategy helps you earn more while staying conservative. We combine Money Market Funds, CDs, and Treasuries to maximize your returns and ensure every dollar works harder. Unlike banks, our approach focuses on growing your interest earnings so your money continues to move toward your goals.

True financial confidence comes from understanding every part of your financial life, not just your investments. We provide comprehensive guidance across areas like budgeting, debt management, education planning, and major purchases, as well as risk management through thoughtful insurance reviews. From evaluating life, disability, long-term care, and property coverage to building better financial habits, our goal is to help you make informed decisions that strengthen both your day-to-day finances and your long-term plan.