Steven’s Approach
Steven N. Graziano
Financial Advisor / Member Owner
Overview
Steven “Steve” Graziano is a financial advisor based in our Wellesley, Massachusetts, office. A seasoned professional, he has a wealth of experience and demonstrates his commitment to helping clients pursue their financial goals while building strong, lasting relationships.
Steve’s journey in finance began in 2012 with a leading investment management firm in the Boston area, where he served as both an internal and a hybrid wholesaler responsible for managing and cultivating relationships throughout the New England region. In 2020, he transitioned to the wealth planning side of the business by joining a national registered investment advisory firm. In his roles as regional planning director and director of strategic partnerships, Steve played a key role in shaping strategic initiatives and supporting the firm’s growth.
At Savant, Steve uses his deep industry knowledge and passion for helping clients turn their ideal future into reality. He earned a bachelor’s degree in business administration with a concentration in marketing from the University of Richmond’s Robins School of Business.
Steve and his wife, Courtney, live in the South Shore town of Scituate, Massachusetts, with their son, Stevie, and their Cavapoo, Georgia. Outside of work, Steve enjoys golfing and playing tennis, and during the winter months, he loves escaping to the mountains to ski with family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- University of Richmond, Robins School of Business
Bachelor of Science in Business Administration with a concentration in Marketing
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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