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Financial Planner Jason Fink

COVID & The Stock Market

Check out this recent article on the stock market and COVID written by a member of our wealth management team.
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Q1 2021 Newsletter

This newsletter provides updated information to keep our clients informed!
Ashley Heatwole, Chartered Financial Analyst

Join Us In Welcoming Ash Heatwole To Graves-Light Private Wealth Management.

The team at Graves-Light Private Wealth Management warmly welcomes Ashley “Ash” Heatwole to our team. Ash is a Chartered Financial Analyst (CFA ® ) with over ten years of experience working across a broad range of markets.
long term market summary index returns

Quarterly Market Review – 3rd Quarter 2020

This report features world capital market performance and a timeline of events for the past quarter.
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estate plan

What Issues Should I Consider Before I Update My Estate Plan?

There are a variety of factors and issues to be mindful of when considering to update your estate plan. Check out this guide for more information on these…