Our Process

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Our Process

Graves Light Lenhart understands that your time is valuable. Our approach to managing and protecting your wealth is efficient without hurrying the process. Here’s how it works:

1

Schedule A Consult

You talk, we listen. We get to know you by learning about your family, goals, and tolerance for risk.

2

Comprehensive Review

We review your finances and legal documents to determine your responsibilities and identify obstacles.

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3

Big Picture Planning

We create and implement a plan-of-action that is consistent with your long-term goals and addresses your current needs.

4

Reporting & Support

We send you detailed reports on your investment portfolio. Regular meetings address changes for an ever-evolving portfolio.

Asa W. Graves VII, CFA ®

Principal | President & Chief Investment Officer

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J. Douglas Light

Principal | Director of Wealth Management

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Jeffrey G. Lenhart, JD, LLM, CFP®

Principal | Director of Wealth Strategies & Chief Compliance Officer

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A. Wesley Graves, VI

Director of Wealth Management

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Ashley "Ash" Heatwole, CFA®, CFP®

Principal | Director of Wealth Management

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Nicholas A. Perrine, CPA, CFP®

Director of Wealth Strategies

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Jason Fink, PhD

Director of Research

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Kathleen M. Graves, JD

Compliance Manager

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Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate

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Schedule A Consultation.