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"An investment in knowledge pays the best interest."
- Benjamin Franklin

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Welcome to Graves-Light Private Wealth Management in Virginia.

Your journey to private wealth management starts here. If you’re ready to begin, let’s start by taking a look at your financial life holistically, incorporating taxes, estate planning, and investments. We’ll consult with any advisors already at your side, including attorneys, accountants, insurance agents, and bankers.

All of our fiduciary advisors meet the following criteria:

We work for clients. Not commissions.

As an independent Registered Investment Advisor and a fiduciary, you can trust that we will always have your best interests at heart. Yes, always. (And now you have it in writing, too.)

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Q: What’s the #1 question you should ask a financial advisor?

A: Are you a fiduciary?

As fiduciary advisors, we are held to the highest standards. That means we are legally and ethically required to put your best interests before our own. We encourage you to ask any advisor -- including us -- the following questions before you decide to hire them.

How to Interview an Advisor:

  1. What fees do you charge?
  2. Do you receive fees from any other sources on my assets?
  3. Do you pay referral fees?
  4. Do you get paid even if my investments decline in value?
  5. What financial services do you provide?
  6. How often will you monitor my investments?
  7. How often will I meet with you personally?

Ask us anything.

You can ask us as many questions as you want, but don’t expect very many ‘yes’ or ‘no’ answers. When we make recommendations, we tend to give a rationale for our rationale. That’s because we believe our clients deserve to be fully informed.

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Our personalized planning comes with the greatest reward: peace of mind.

We will never give you a scripted response. Nor do we rely on algorithms to generate sales. We don’t promote proprietary products or collect referral fees. And nobody wins a cruise for selling anything. Our reward is seeing the fruit of our labor transform the lives of our clients.

To maximize your peace of mind, we recommend that you don’t look at your portfolio’s performance every day. Of course, you certainly can if you want to. In fact, our state-of-the-art technology gives you secure access to your information anywhere, anytime.

We don’t panic. We plan.

With over 100 years of combined experience, we have guided our clients through many market cycles and unexpected economic conditions. We work hard to never be surprised, so you won’t be either.

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Locally Owned, Locally Run.

We proudly work with clients across Northern and Central Virginia and the Shenandoah Valley.

Meet the People of Graves-Light →

Graves-Light Private Wealth Management, Inc. (“GLPWM”) is an SEC registered investment adviser with its principal place of business in Harrisonburg, Virginia. The publication of GLPWM’s website on the Internet should not be construed by any consumer or prospective client as GLPWM’s solicitation of attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. The information on this Internet site should not be construed as personalized individual advice.

A copy of GLPWM’s current written disclosure statement as set forth on Form ADV, discussing GLPWM’s business operations, services, and fees is available upon written request. GLPWM does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.