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Personal Services

How do we deliver a personalized wealth approach?

It takes a community of experts.

You deserve the best without spending the most. That’s why we coordinate with any advisors you already work with, like your CPA and attorney. Our holistic approach ensures you receive comprehensive advice from a community of experts.

 

Think high-touch services. Powered by high-tech solutions.

Take greater control over your personal finances with online, real-time access to your accounts. We provide institutional-quality services, including:

Our expertise is specialized.

Meet Jeff Lenhart.

Named one of the Best Lawyers©* in America multiple times, Jeff’s technical diligence gives our clients an extra measure of confidence when working through complex financial and legal situations. Jeff is just one example of how our team’s specialized expertise is designed to complement your existing legal and accounting representatives.

*Copyright by Woodward/White, Inc

Graves-Light Private Wealth Management does not provide legal services. Jeffrey G. Lenhart is not currently engaged in an active law practice. Information on this website should not be interpreted as legal advice.

Our Approach to Personalized Wealth Management Services

  • We analyze your overall financial situation and potential risks
  • We set realistic goals and risk tolerances to influence assets and security selection
  • We continually monitor and rebalance your portfolio
  • We keep investment plans on track with periodic reviews
  • We provide comprehensive quarterly performance analysis

Our Shared Services Model for Estates, Trusts, and Philanthropy

Become one of our clients, and we’ll work in collaboration with any of your other trust and estate planning professionals. Together, we can help preserve your legacy and provide for the people and causes you care about most.

 

Recognition for our services

Specialized Business Executive Services

As a business executive, you require a deeper level of understanding for complex financial situations. We can help you navigate stock options, sales, retirement planning, key-person life insurance, investment advice, and more. Much more.

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