Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® will be recognized for the fifth year in a row with the 2019 Five Star Wealth Manager Award in the February edition of Boston Magazine. “Receiving the award at the end of our fifth year in business here in Hopkinton is an honor. The Hopkinton community has welcomed us with open arms and allowed us to make this our home”, said James, Blackstone’s co-founder.
This exclusive designation has been given to select wealth managers for over 12 years, in more than 45 markets throughout the U.S. and Canada. Award candidates were evaluated against 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors, and resulted in the Boston area’s top 3% of wealth managers who provide quality services to their clients. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.