Broker Check

2018 Five Star Wealth Manager Award

| January 15, 2018
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Our advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® will be recognized for the fourth year in a row with the 2018 Five Star Wealth Manager Award in the February edition of Boston Magazine.  “We are honored to receive the award again this year, but really we are just working in the best interest of our clients.”, said James, Blackstone’s co-founder. This years list of award winners will be published in the February edition of Boston Magazine. This exclusive designation is given to select wealth managers in more than 40 markets throughout the U.S. and Canada. Award candidates were evaluated against 10 objective criteria and resulted in the Boston area’s top 3% of wealth managers who provide quality services to their clients.

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