About Vineyard Wealth Group

I started Vineyard Wealth Group in 2024 because I wanted Islanders to have access to real financial guidance without needing to leave the Island. After years working in the industry, I saw how hard it could be to find advice that was both experienced and down-to-earth. I wanted to build something local, independent, and focused on long-term relationships, not sales.

Before starting the firm, I spent nearly 20 years in financial services. At Charles Schwab, I led one of the company’s largest wealth management complexes, managing over $15 billion in assets and a team of more than 30 people. Later, I worked as a Senior Financial Advisor at Martha’s Vineyard Investment Advisors, and Martha’s Vineyard Bank, which helped shape my decision to bring a higher level of service directly to the community I grew up in.

I’m a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, which means I’m authorized by the IRS to represent taxpayers. I also hold designations as an Accredited Asset Management Specialist® and Chartered Mutual Fund Counselor®. On the technical side, I completed a Six Sigma Black Belt from Arizona State University and an Executive Certificate in Financial Planning from Georgetown University.

Credentials are important, but what really matters is helping people make thoughtful decisions about their money. That might mean planning for retirement, managing investments, understanding taxes, or getting an estate plan in place. My goal is to be a steady, trusted resource when those decisions need to be made.

- GRANT JOINER, CFP®, EA