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Relationships

Our success depends on the success of our clients.

We’re not in it for awards but we’re proud to be recognized. We have been featured in publications such as The Wall Street Journal, Financial Times, and On Wall Street. Of course, our highest honor is all the relationships we’ve formed.

Life well lived.

We help clients accumulate and preserve wealth not for wealth’s sake, but to underwrite a meaningful life – a life well-lived, however you choose to define it. We work best when we partner with clients to develop and implement a goal-oriented approach to financial planning that leads to funded contentment. We set high expectations for ourselves and trust that our clients will hold us to that pledge.

There is no “typical” client at Graves-Light. We work with:

  • Business owners and professionals (active or retired)
  • Family businesses in transition
  • High net worth individuals who have experienced a life-changing event (e.g., retirement, death of a family member, divorce, sale of a business, etc.)
  • Endowments/non-profit organizations

We subscribe to the belief that time is sometimes more valuable than money. We’ll manage your portfolio, while we help simplify your financial life by coordinating the efforts of the professionals who help you daily, weekly, or annually. A single point of contact to “quarterback” and oversee your financial life…so you can live your life.

Are we a fit?

  1. Your computer has taken you only so far, and you value financial planning beyond simple wealth management. You want to work with a person…while having access to technology that allows you to monitor your portfolios at will.
  2. On April 15 and on many days before and after, you see the detrimental effect of taxes on portfolio performance; you want a financial advisor who minimize the tax impact of your wealth.
  3. You value discretionary portfolio management by advisors who take responsibility, and are accountable, for fund performance.
  4. You appreciate a comprehensive team perspective and are committed to a holistic planning process, incorporating customized portfolios of equities, bonds, and ETFs.
  5. You are ready to collaborate in person with our team: openly and transparently, with the expectation of that same candor from your advisor.

Contact Us →

We are committed and loyal to each client who entrusts us with their financial plan. Schedule a call with an experienced advisor today to see if we are the right fit for you.