Local advice, from locals.

Investments, taxes, and estate planning. One team. One simple advisory fee.

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A more coordinated approach to your financial life

At Vineyard Wealth Group we bring together investments, tax strategy and preparation, and long-term planning into one clear, coordinated plan. No silos. No conflicting advice between professionals. Just a straightforward approach designed around your life here on the Island.

Led by West Tisbury resident Grant Joiner, CFP®, EA, with 20 years of experience spanning both large national firms and boutique advisory practices.

Who we work with

  1. Retirees and those nearing retirement
    You’ve built your wealth and want to turn it into a reliable income plan while managing taxes and long-term decisions with confidence.

  2. Busy professionals and nonprofit leaders
    You’re balancing complex decisions and want your investments, taxes, and planning working together in one clear strategy.

  3. Families planning for the future
    You’re thinking about the next generation. Education, legacy, and estate planning, and want a coordinated, long-term approach.

How We Help

  • Investments

    We build and manage a portfolio aligned with your goals, risk tolerance, and long-term plan. Your investments are continuously coordinated with your tax situation, cash needs, and overall financial strategy.

  • Tax Strategy & Preparation

    We don’t just plan for taxes. We prepare them as well. By combining strategy and execution, your tax plan stays aligned with your broader financial picture, with fewer gaps and missed opportunities.

  • Estate Planning

    A thoughtful estate plan protects your legacy and supports those you love. Through our partnership with Wealth.com, we help you create and maintain key documents while keeping your plan aligned with your overall financial strategy.

Learn More About Our Services

Local experience. Thoughtful guidance.

As both a CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent, Grant provides integrated guidance across investments, tax planning and preparation, and long-term strategy.

As a fee-only advisor and fiduciary at all times, he is compensated directly by clients, not commissions or product sales, helping ensure every recommendation is made in your best interest.

Ready to simplify your financial life?

Start with a conversation. We’ll talk through your situation, answer your questions, and see if working together makes sense

Schedule Your Complimentary Consultation