Your Financial Advisor For Managing Assets & Protecting Wealth.

A Customized Approach To Wealth Management

Your best life starts with thoughtful wealth management from Graves-Light. We look at the big picture when managing and protecting your finances by collaborating with your attorney, accountant and insurance agent for a cohesive approach to financial planning. We have the demonstrated ability to create and manage our clients’ investment portfolios in-house which eliminates the cost of third-party investment managers. Our experienced team-based approach means we consider options, possibilities and realities for long-term financial well-being. Working with Graves-Light is strategic wealth management from people you know and trust. Learn more

Experience The
Graves-Light
Difference

Ready to live your best life?

Big-Picture Planning

Flexibility & Control

Save & Grow

Our Process

Graves-Light 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:

Our Services

Top-Notch Advice & Strategy For Each Of Our Services.

Our services provide a cohesive approach to wealth management. We work together to grow your portfolio, identify holes in coverage and address potential liabilities. What’s in your best interest is in ours, too. Comprehensive services distinguish us and make us your valuable asset for wealth management you trust.

Custom Investment Portfolios

We develop strategies and manage investment portfolios in-house for hands-on control of your financial picture. We tailor portfolios to match your risk tolerance.

Tax Strategies

Our sophisticated investment strategies minimize taxes while still meeting your responsibilities.

Wealth Transfer & Estate Planning

We review the framework of your estate plan and coordinate with your attorney to ensure the distribution of your assets meets your needs.

Business Planning & Succession

We advise clients on their financial options when starting, leaving or selling a business. We discuss the choice of structure for startups and strategize succession plans to benefit you.

Insurance Consultation

We review your insurance to identify any holes in coverage that could impact your goals and ultimate comfort.

Retirement Planning For Business Owners

We create retirement plans businessowners can offer employees, like: 401Ks, IRAs, SIMPLE IRAs, and HSAs.

We Are At Your Service.

Our highly educated and experienced team gives you peace of mind. We’re able to look at the big picture through the lens of multiple disciplines to deliver comprehensive wealth management services. We bring our significant experience together to provide customized strategies to protect your wealth and preserve your legacy. You can trust us to work in your best interest. It’s who we are and what makes us different.