Vineyard Wealth Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vineyard Wealth Group, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining market values. Past performance is not indicative of future results. For a detailed discussion of Vineyard Wealth Group, LLC’s services, fees, and related disclosures, please see our Form ADV Part 2A, which is available upon request or by visiting SEC's IAPD website. Planning & Investing Insight are powered by Advisor I/O under the Terms of Service and may be a derivative of the original.