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, 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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Calculating your potential Social Security benefit is a three-step process.
A change in your mindset during retirement may drive changes to your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.