Nationally Recognized Graves-Light Private Wealth Management Launches as Independent Registered Investment Adviser
Newly independent fee-based practice embraces community-centric management approach
HARRISONBURG, Va., Sept. 12, 2018 /PRNewswire/ -- Graves-Light Private Wealth Management, LLC ("Graves-Light"), a community-focused wealth management firm based in Harrisonburg, Virginia, today announced its launch as an independent registered investment adviser.
Members of the Graves-Light team have long served individuals, families and businesses in Northern Virginia, the Richmond metro, and the Shenandoah Valley of Virginia. This move toward an independent model underscores the firm's values-driven commitment to offering unbiased and transparent advice to these communities.
"At Graves-Light, we offer the benefits of nationally recognized financial expertise while eliminating the frustrations that can come with dealing with an impersonal institution," said Asa Graves, founding member at Graves-Light. "As fiduciaries, and as engaged members of our local community, we firmly believe that our firm's success is predicated upon the success of our clients. In pursuing independence, we can prioritize their best interests – without being beholden to a distant home office that doesn't necessarily know what's best for them."
The newly structured Graves-Light practice marries extensive experience and sophisticated advice with the resources of a large-scale wealth management firm, while offering the high-touch atmosphere of a local business. Members of the Graves-Light team have been recognized by a premier list of national publications and organizations, including the The Wall Street Journal's "Best on the Street" list of top equity analysts, the Financial Times' annual FT 400 Top Financial Advisers ranking and On Wall Street's list of "Top 40 under 40 Financial Advisors."
"Transparency has always been, and will continue to be, a top priority for the Graves-Light team," added Graves. "Our values are everything to us – we consider our clients to be an extension of our family and treat them as such. This independent model will further boost our ability to offer them advice and outstanding service, providing access to the platforms and products that best reflect their needs."
In addition to launching the new firm, the Graves-Light team is proud to announce that accomplished attorney Jeffrey G. Lenhart, JD, LLM has joined the business as a founding member. Lenhart has been named to the Best Lawyers in America and "Lawyer of the Year" in Best Lawyers Charlottesville Tax Law multiple years in a row. Prior to joining Graves-Light, Lenhart was a founding member of Lenhart Pettit, a Virginia based law firm with extensive experience meeting the legal needs of businesses and individuals.
"Jeff and the Graves-Light team have been connected for many years in a client-advisor and client-attorney capacity," said Graves. "As mutual clients of each other's firms we have experienced the alignment that exists between our shared commitment to leading technical expertise and highest quality service. Jeff's extensive legal career gives our clients an extra measure of confidence when working through complex financial and legal situations."
Graves-Light offers comprehensive wealth planning solutions that expertly address a broad range of client needs and goals, including retirement; education funding; estate planning, trust and philanthropic considerations; specialized business executive services; and more. The firm takes a holistic approach to wealth management by coordinating and clearly communicating with clients' attorneys, accountants and other professional advisors. This approach is aimed at establishing a connected and cost-efficient community of experts to support each one of its clients. For more information, visit glpwm.com.
About Graves-Light Private Wealth Management
Graves-Light Private Wealth Management ("Graves-Light") is a Harrisonburg, Virginia-based independent registered investment adviser offering tailored wealth management services for individuals, families and businesses across Northern Virginia, the Richmond metro, and the Shenandoah Valley of Virginia. Nationally recognized yet locally focused, its team leverages decades of combined experience, and market-leading resources, to offer plain-English advice that reflects the unique needs and goals of its clients.
For more information, please visit: http://www.glpwm.com
SOURCE Graves-Light Private Wealth Management, LLC
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