Company Profile
Graziano Budny Wealth Management Group was established in 1996 by Joe Graziano and Barbara Budny after spending a number of years working in a Wall Street setting at the offices of Smith Barney located in Cherry Creek and the Denver Tech Center in Colorado.
Joe and Barbara wanted to offer clients independent, unbiased advice so they joined the largest independent brokerage firm in the industry, LPL Financial.* This gave Joe and Barbara the freedom to expand services to their clients in both investment and service areas. From that point on Joe and Barbara were able to offer their clients unlimited opportunities with the clients’ best interests and goals in mind.
We specialize in all forms and levels of investing with financial planning being our major focus. An overall financial plan helps clients maintain a comfort level of knowing they can make the most of their retirement. Helping them with their financial situation provides our clients with the confidence of knowing we are here to assist them in maintaining their lifestyle.
In the last few years, the staff of Graziano Budny Wealth Management Group has been expanded with the addition of Michael J. Graziano and Lauren C.P. Hlewko. Mike is Joe’s son and has taken on the investment and research side of the business, while Lauren has become Director of Client Service and Management. Both are graduates of the University of Colorado at Boulder and are committed to helping achieve continued client satisfaction. As our business grows, we have plans for additional staff to ensure that client retention and service remains of the highest priority.
The goal of Graziano Budny is to continue to offer a total package of comprehensive financial planning, investment management, long term care and life insurance programs for our clients. We serve as the gate keeper for a team of experts accountable to clients for all aspects of their financial well being. With the changes in the investment markets and investment products, we strive to educate ourselves and maintain our commitment to the highest standards in our profession.
* Based on total revenues, as reported in Financial Planning magazine, June 1996-2008.