Blackstone Valley Wealth Management, LLC.
Financial Advisors and Founding Partners
For many, understanding every aspect of personal finance can be daunting. From investment management to tax and estate planning, risk management to retirement income planning, the decisions can be overwhelming.
At Blackstone Valley Wealth Management, our purpose is to deliver unbiased financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life's aspirations. As your trusted financial advocate, we provide unbiased investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.
Our expectation is the same as yours - to be there for you when you need us.
Our firm specializes in creating unique strategies that address complex wealth management issues, such as tax implications, so you can effectively control the destination and purpose of your wealth over your lifetime and beyond. We anticipate issues proactively, strategize for best results, and, above all, are ever present and committed to your success.
Exceptional Service and Communication
Our service to you is of utmost importance, and at the heart of that is an unparalleled communication model. We adapt our approach based solely on your preference, with an emphasis on fostering a trusted relationship that encourages an open exchange of ideas and shared concerns. Most important we are available whenever you want to discuss your ongoing portfolio performance, whether it is once a quarter or once a year. We also pride ourselves on having a "real voice" available to answer the phone during regular business hours.
The financial advisors at Blackstone Valley Wealth Management are CERTIFIED FINANCIAL PLANNERSTM. According to the Certified Financial Planning Board, this designation is held by approximately 20% of all financial planners in the United States. The CFP® certification process identifies to the public that those individuals who hold this designation 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.
Together, James Valis and Gregg Manis founded Blackstone Valley Wealth Management with the desire to provide their clients unbiased advice with a concierge level of service and solutions. We invite you to contact us to learn more about how we can help you navigate life's financial journey.