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
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now