Comprehensive Financial Planning
When you hire Blackstone Valley Wealth Management to be the steward of your financial affairs, you will be partnering with seasoned professionals who have honed their skills at leading investment firms. We take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence. Our expertise reaches across multiple disciplines and we uphold the highest standards of integrity and excellence. Our personalized strategies and solutions work in harmony to help you toward realizing your goals, simplify your life, and focus on those things most important to you.
We start by asking you questions and listening attentively to your answers, getting to know you personally as well as financially. Your customized financial plan does not model the “cookie cutter” approach of some larger financial institutions, rather is tailored to you based on your goals and your objectives.
Our planning extends beyond investing, and encompasses:
- Investment Planning
- Retirement Planning
- Income and Distribution Planning
- Liability Management
- Risk Management
- Tax Planning
- Estate Planning
- Charitable Giving
- Current Fee Analysis
- Education Planning
The coordination of your financial affairs is a dynamic process that involves the integration of your other financial professionals, such as attorneys and CPA’s. We consult with your CPA to ensure our investments strategies factor in your current tax bracket and whether or not you have any current year capital gains, any carry forward capital losses and whether or not you have made any charitable contributions. Equally important is making sure you have the basic estate planning documents in place to avoid unnecessary taxation, costs, and legal risk. Our collaborative approach helps tie all your financial affairs together, looks to minimize any gaps in your plan, and allows you to achieve the best possible outcome.
This trusted partnership will give you the confidence to make well informed decisions about your family today, tomorrow, and long into the future. Contact us today to schedule a complimentary meeting.