Graves Light Lenhart
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Graves Light Lenhart in Harrisonburg, VA, offers comprehensive private wealth management services from a trusted team of financial advisors. The experienced team, led by Asa W. Graves VII, J. Douglas Light, and Jeffrey G. Lenhart, collaborates with attorneys, accountants, and insurance agents to provide a cohesive approach to financial planning. With a focus on creating and managing investment portfolios in-house, the firm eliminates the need for third-party managers, ensuring a cost-effective solution for clients.
Their services include custom investment portfolios, wealth transfer and estate planning, tax strategies, income distribution planning, charitable giving, business planning, insurance consultation, and retirement planning for business owners. Graves Light Lenhart takes pride in their community involvement and commitment to giving back. Clients benefit from a strategic wealth management approach that considers long-term financial well-being and personalized solutions tailored to individual needs.
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