Our Difference Is An Asset.
When you work with Graves-Light, you get a team of professionals who work together to develop effective strategies for long-term financial stability. Our differences are our strengths:
Best-In-Class Team: You have access to individuals with advanced education and certification in law, finance and business when you work with Graves-Light. Do you need a trained eye to review the framework of your will? We can do that. Do you have questions about your investment strategy? Our experienced team is only a phone call away.
Professional Coordination: We take a hands-on approach to managing and protecting your wealth. We coordinate strategies with your tax, legal, and insurance advisors to ensure that we are all consistent with your long-term goals.
Custom Portfolios: We create and manage custom investment portfolios in-house. That means we can integrate existing holdings into portfolios constructed to meet your goals.
Long-Lasting Relationships: When you work with Graves-Light, you will know your portfolio manager and his investment strategy. You will not be working with an unknown individual thousands of miles away that has no clue who you are, what your risk tolerance is or your investment objective.