Grande-Antonitis Group
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

5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now