Vineyard Wealth Group
Investment, Funds and Trusts • 
1076 State Road, West Tisbury, United States • 1-10 Employees
Company overview
| Headquarters | 1076 State Road, West Tisbury, Massachusetts 02575, US |
| Phone number | +15086962000 |
| Website | |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Vineyard Wealth Group
Grant Joiner
Founder | Financial Advisor
Vineyard Wealth Group Email Formats
Vineyard Wealth Group uses 2 email formats. The most common is {first initial} (e.g., j@vineyardwealthgroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@vineyardwealthgroup.com | 66.7% |
{first name} | john@vineyardwealthgroup.com | 33.3% |
About Vineyard Wealth Group
Vineyard Wealth Group, LLC is a Registered Investment Adviser founded by longtime West Tisbury resident Grant Joiner, CFP®. The firm was established with the belief that Islanders deserve affordable and straightforward financial guidance from an advisor who understands their unique needs. With nearly 20 years of industry experience, Grant combines tax-smart strategies with investments, retirement planning, and cash management to remove the guesswork from personal finances. As a CERTIFIED FINANCIAL PLANNER® professional, Grant operates as a fiduciary, ensuring that your needs and best interests always come first. Contact us today to simplify your financial life—right here on the Island.
Vineyard Wealth Group revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Vineyard Wealth Group has never raised funding before.
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