Vineyard Wealth Group, LLC

Overview

Vineyard Wealth Group, LLC is an independent, Massachusetts-registered wealth advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. It also offers selection-of-other-advisers services and operates with an accountant business activity alongside its advisory practice. The firm bills clients via a percentage-of-AUM model and through fixed fees. Vineyard Wealth Group acts as a capital allocator, sourcing allocations to external managers and third-party funds rather than relying solely on in‑house proprietary strategies. The adviser does not position itself as an ESG investor and maintains a relatively narrow, concentrated client base.

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Location & Offices