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.
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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