With over 18 years of experience in financial planning, estate management, and investment advisory services, I founded Vineyard Wealth Group to help families, individuals, and non-profits navigate their financial journeys with confidence. My approach combines personalized planning, trusted advice, and innovative strategies tailored to each client’s unique goals and values, with a particular emphasis on Social Security analysis and decision-making as a cornerstone of financial success. Prior to starting Vineyard Wealth Group, I spent nearly 14 years at Charles Schwab, managing a $15 billion complex with over 30 employees, and served as a Senior Financial Advisor at Martha's Vineyard Investment Advisors. These experiences honed my ability to deliver comprehensive and collaborative wealth management solutions. As a CERTIFIED FINANCIAL PLANNER® professional, I bring advanced expertise in asset management, estate planning, tax strategies, and Social Security planning, along with credentials as an Accredited Asset Management Specialist® and Chartered Mutual Fund Counselor®. My Six Sigma Black Belt certification further reflects my commitment to efficiency and excellence in service delivery. Beyond the numbers, I’m deeply invested in my community. I serve on the board of the Martha’s Vineyard YMCA, actively support local initiatives, and completed the 2023 Boston Marathon, raising over $8,000 for the Doug Flutie Jr. Autism Foundation. Let’s connect and explore how I can help you achieve financial clarity, optimize your Social Security decisions, and enjoy lasting peace of mind.

Daniel Seidman is the sole advisor at Seidman Investment Portfolios in Vineyard Haven, MA, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1988. Outside of advisory services, he is also a licensed insurance agent and owner of an insurance agency. Seidman Investment Portfolios offers tailored portfolio management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm combines a long-term, low turnover investment philosophy with active tactical management, utilizing research from public and subscription sources and conducting regular account reviews.

Raymond Laporte is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial, LLC for 20 years prior to joining his current firm in 2019. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutional clients. The firm builds customized portfolios using a combination of traditional and alternative investments guided by Modern Portfolio Theory, and it operates as a wholly owned subsidiary of Martha’s Vineyard Savings Bank.

Leslie Stovall is a financial advisor at Martha's Vineyard Investment Advisors, LLC with two years of industry experience. She holds a Series 66 designation and has worked at LPL Financial LLC and Martha's Vineyard Investment Advisors. Outside of her advisory role, she serves as a notary in the state of Massachusetts. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a range of clients including individuals, trusts, foundations, and corporations. The firm builds customized portfolios using Modern Portfolio Theory and combines various investment vehicles with proprietary strategies and independent managers.

Colleen Mc Gettrick is a financial advisor at Martha's Vineyard Investment Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Martha's Vineyard Bank, Bank of America, and Merrill Lynch. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, endowments, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach, combining various asset classes and both proprietary and independent strategies to create customized portfolios tailored to clients' risk tolerance and financial goals.

Thomas Juster is a CFP® with 10 years of industry experience, currently serving as an advisor at Martha's Vineyard Investment Advisors, LLC since 2019. He also owns a retail business through Slate LLC. Prior to his current role, he worked at Pathstone Federal Street in 2016. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a diverse client base including individuals, trusts, estates, foundations, and institutional clients. The firm employs a customized portfolio approach guided by Modern Portfolio Theory, combining various asset types and strategies while maintaining ongoing account monitoring and tailored allocations.

James Anthony is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at several financial institutions, including Chesapeake Bank & Trust Company, Severn Savings Bank, Ironworks Investments, Inc., and Martha's Vineyard Savings Bank. He has been with Martha's Vineyard Investment Advisors since 2018. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and pension plans. The firm builds customized portfolios using Modern Portfolio Theory and combines various investment vehicles with proprietary strategies and selected independent managers, while maintaining ongoing account monitoring and periodic rebalancing.

Edward Murphy IV is a financial advisor with Martha's Vineyard Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Pearson Financial Services, and Hellman Jordan Management. Murphy is also affiliated with Martha’s Vineyard Savings Bank. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and pension plans. The firm employs a customized portfolio approach based on Modern Portfolio Theory, incorporating a range of asset types and both proprietary and independent strategies.

Marc Tabah is a financial advisor at SVB Wealth with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining SVB Wealth in 2020, he worked at Forester Capital and Lazard Asset Management. SVB Wealth serves a diverse client base including individuals, trusts, estates, and institutions, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis with a formal due diligence process and provides both discretionary and non-discretionary investment solutions.

Edouard Begin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at LPL Financial and Rockland Trust Company since 2017 and previously at MVSB from 2014 to 2017. Outside of his advisory role, he operates a non-investment business called Clambulance in Vineyard Haven, MA. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team that constructs model portfolios and enables customized advisory arrangements.

Matthew Littlefield is a financial advisor with UBS Financial Services in Chilmark, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the board of Menud Co., a health and wellness company, and is treasurer for the UMass Amherst Endowment and Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using a combination of model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sarah Laird is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for six years. Outside of her advisory role, she is an associate at Lightship Capital Management, a support company affiliated with her firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations and support client decision-making.

Jonathan Laird is a CFP® professional with 30 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2021 after 12 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he is the CEO and sole owner of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a notable emphasis on advisory services that leave final decision authority with the client.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.