Grande-Antonitis Group
Awards and Industry Recognition
Forbes
Welcome
At The Grande-Antonitis Group**,** we have earned our stripes and an impressive circle of clients for our ability to manage the complexities of wealth— especially for those facing important financial decisions. Clients span generations and the nation's geography. They include C-suite executives, founders, business owners, and entrepreneurs with concentrated stock positions, as well as attorneys at prominent firms.
From pre- and post-liquidity planning, to legacy planning and discussions surrounding concentrated stock and a client's overall portfolio, we apply years of knowledge and know-how to deliver proactive guidance that is typically "higher touch" than clients received from a previous advisor.
Simplifying clients' lives—especially when complex situations arise
While a sophisticated solution is often required to remedy a situation, we strive to provide clients with explanations that are simple and straightforward—reflecting our belief in transparency and accountability. Clients also benefit from the specialized industry training of individual advisors who hold the CERTIFIED FINANCIAL PLANNER®(CFP®) designation and Chartered Financial Analyst (CFA®) designation.
As an established team that has managed clients' money and emotions amid the volatility of 1987, 2000, 2008, 2020 and 2022, we feel proud that nearly all of those clients remain with us today. We believe that comes in large part from our determination and ability to mitigate investment risk and help clients appreciate the merits of a long-term strategy.
Internal and external coordination—to help optimize results
Taking a collaborative approach, our advisors not only work in concert on each client's behalf, but also with clients' CPAs and attorneys, when helpful – to design and align tax minimization and estate planning strategies that allow for the efficient transfer of substantial wealth.
Inspired by the positive attitudes and intentions of clients, we are privileged to assist accomplished people who wish to accomplish more.
Meet Our Team
Insights
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowUnderstanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now