Meet Graves-Light

We answer only to our clients.

Our Story

It all started with a simple belief shared among friends: We believe investors deserve high-touch, high-quality services that put their interests first.

We answer only to our clients.
As a locally-owned, independent firm in the Shenandoah Valley, we have no outside pressures demanding our attention. Our client portfolios are developed in-house. And we don’t add layers of expenses by using another level of managers (unless unique circumstances require it).

Collaboration is at our core.

Our founding members originally met as clients. Jeff Lenhart and his wife were Asa’s wealth management clients. Then Asa and Wesley Graves retained Jeff as their personal attorney. Their collaboration grew into a desire to provide a holistic “Family Office” experience for clients.

Today, Graves-Light Private Wealth Management offers comprehensive advice and personalized services. We avoid the communication breakdown so frequently seen when financial, legal, and tax issues are handled independently instead of collaboratively.

We welcome the opportunity to discuss how we can best shape and secure your financial future, together.

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Meet Your Dedicated Team

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate