← Back to Become a Client
Get started with Vineyard Wealth Group
Share your name and email below, and we’ll take it from there. We’ll set up your secure client portal and send your engagement paperwork for electronic signature.
What happens next
You submit this form
Just your name and email to start.
We send your paperwork
Your portal invitation and engagement documents arrive by email.
You finish in the portal
A short questionnaire and a risk tolerance survey.
Please review before you submit
Comprehensive Portfolio Management Agreement
Our services, fees, investment authority, and responsibilities.
Suitability and Investment Policy Document (IPS)
The information used to establish your investment strategy.
Form ADV Part 2A and 2B
Our firm disclosure brochure and brochure supplement.
Privacy Policy
How we collect, use, and protect your personal information.
Your information
All fields marked required must be completed.