Q2 2023 Client Presentation
This video presentation includes updates on current trends and news related to the second quarter of 2023.
Q1 2023 Newsletter
This newsletter updates you on current trends and news related to the first quarter of 2023.
New Name, New Look, Same Company.
Our three founders bring diverse experiences to our firm, and we wanted our new name to reflect the value of that expertise.
Join Us In Welcoming Ash Heatwole To Graves Light Lenhart Private Wealth Management.
The team at Graves Light Lenhart Private Wealth Management warmly welcomes Ashley “Ash” Heatwole to our team. Ash is a Chartered Financial Analyst (CFA ® ) with over ten years of experience working across a broad range of markets.
What Issues Should I Consider Before I Update My Estate Plan?
There are a variety of factors and issues to be mindful of when considering to update your estate plan. Check out this guide for more information on these issues.
Are You At Risk Of Identity Theft Or Fraud?
Identity theft and fraud can seriously complicate everyday living. With more time spent online shopping and doing business, it’s easier than ever before to become a victim. Check out this guide to determine your risk level.
Asa W. Graves VII, CFA ®
Principal | President & Chief Investment Officer
J. Douglas Light
Principal | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley "Ash" Heatwole, CFA®, CFP®
Principal | Director of Wealth Management
Nicholas A. Perrine, CPA
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager