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, objective 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.