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
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
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 NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowChanging your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowUnderstanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowA loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.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 Now