A complete list of active advisors currently associated with Vineyard Family Wealth Advisors

Warmer can help you find a great advisor at Vineyard Family Wealth Advisors or one who fits your needs even better.

Vineyard Family Wealth serves a small roster of predominantly high-net-worth families and institutional clients, managing about $78.1 million across 13 accounts. The firm offers discretionary portfolio management and wealth-planning services supported by professional credentials in financial planning, trust and fiduciary practice, and taxation (CFP®, CTFA, EA). The firm’s sole advisor works directly with each client to tailor investments to stated goals, risk tolerance, and any client-imposed restrictions, and maintains written policies and a code of ethics to guide supervision. Consistent with many independent advisers, Vineyard generally charges fees based on a percentage of assets under management and the principal retains hands-on responsibility for both advisory and compliance oversight. What distinguishes Vineyard Family Wealth from many peers is its inclusion of institutional clients alongside high-net-worth private clients—an uncommon service mix for a solo independent adviser—and its trust and tax-focused credentials and background that reflect prior roles in trust-company and wealth-management settings. The combination of a very small client base and relatively substantial assets under management suggests concentrated, relationship-driven engagement with each client.

To learn more about the advisors currently working at Vineyard Family Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.