Blackstone Valley Wealth Management
Blackstone Valley Wealth Management provides highly personalized financial planning and wealth management services to individuals, families, businesses and trusts. We are an owner-managed firm in Hopkinton, Massachusetts and work with a select number of discerning clients to provide highly personalized service.
We strive to provide a concierge level of client service, customized solutions through transparent, unbiased advice. We spend the time with each client to fully understand their financial needs and construct a plan that is unique and specific. It is our belief that the key to a successful client relationship lies in the quality of the individuals who represent our firm.
All advisors at Blackstone Valley Wealth Management are all CERTIFIED FINANCIAL PLANNERSTM.
The CFP® certification process, administered by the CFP board, identifies to the public that those individuals who have been authorized to use the CFP certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Important items to consider when purchasing condo insurance.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
For some, the social impact of investing is just as important as the return, perhaps more important.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are Real Estate Investment Trusts right for your portfolio?
Would you guess that Millennials are effectively saving for retirement? Well, they are.