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
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowProviding for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now