Overview

At Vineyard Financial Partners, we take an integrated approach to your future. By looking at your whole financial portfolio, including insurance, accounting, and outcome planning, we determine the best course of action for you as a cohesive unit. We are your trusted financial partners. Vineyard may utilize third-party Website, including social media Website, blogs, and other interactive content. Vineyard considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Vineyard generally retains copies of information that Vineyard Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Vineyard or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Vineyard Wealth’s Advisory Persons after entering into an advisory agreement and provided Vineyard Wealth with all requested background and account information. If you have any questions regarding our policies, please Contact Us at info@vineyardfp.com. Additional disclosures are found on our website https://vineyardfp.com/disclosures/