# Vineyard Wealth Group

Vineyard Wealth Group is a RIA based in Fresno.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fresno
- **Assets under management:** Undisclosed
- **Website:** https://vineyardwealth.com
- **LinkedIn:** https://www.linkedin.com/company/grant-joiner

## Regulatory record

- **CRD number:** 330619
- **SEC file number:** 801-131617
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330619

## About

Vineyard Wealth Strategies provides financial and insurance solutions for families and business owners. A licensed team helps with long-term legacy planning, business succession, and personal wealth strategies, with recommendations grounded in thoughtful analysis. The firm offers ongoing guidance as priorities evolve and works through partnerships on cash management, tax efficiency, and multi-generational wealth strategies.

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/vineyard-wealth-group-llc

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