Q1 2023 Newsletter

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Client Newsletter

First Quarter 2023

This newsletter updates you on current trends and news related to the first quarter of 2023.

We invite you to reach out to our team with questions!

View 2023 First Quarter Newsletter

Authors

Financial Planner Asa Graves

ASA W. GRAVES VII, CFA®

Partner | President & Chief Investment Officer

View Asa’s Bio
Financial Planner Jason Fink

JASON FINK, PHD

Director of Research

View Jason’s Bio
Ashley Heatwole, Chartered Financial Analyst

ASHLEY “ASH” HEATWOLE, CFA®

Director of Wealth Management, Portfolio Manager

View Ash’s Bio

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, CFP®

Principal | Director of Wealth Strategies

Ryan P. Waid, JD, LLM, CFP®

Director of Wealth Strategies

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate
Graves Light Lenhart November ’22 Market Commentarygraves light lenhart logograves light lenhart logoAn Important Message For Our Clients