Broker Check

Investment Planning

Blackstone Valley Wealth Management provides investment planning services in Hopkinton, MA.

Blackstone Valley Wealth Management is a fee-based advisory firm who utilizes a multidisciplinary approach to create strategic allocations that align with each clients' time frame, risk tolerance and investment objectives. We believe fees do matter when choosing investments and that costs, transparency, diversification, and consistent performance lie at the core of an effective investment strategy.

We employ a passive asset allocation investment strategy that seeks to achieve long term growth on a tax efficient basis. Passive instruments allow us to managed both risk and volatility, while at the same time minimize portfolio costs, seeking to provide greater diversification with the goal of generating consistent returns. We don't subscribe to market timing practices, short term trading or chasing last year's top performing securities and look to rebalance portfolios back to original targets when needed. When the interest rate environment is favorable, we believe in utilizing individual fixed securities and a laddering of bonds aimed at helping to minimize principal fluctuation and generate steady income.

Each of our client portfolios are carefully constructed to attempt to meet a desired return or stated income objective based on a personalized needs analysis and an overall risk assessment. Once implemented, we follow a disciplined protocol to review, rebalance, and revise our client's assets in a timely manner with the goal of working towards consistent results.

Being an independent firm we are able to provide objective advice, as we are not affiliated with a parent company, a Wall Street firm or an investment bank, and our "open architecture" allows us to construct portfolios free from the constraint of proprietary products. Schedule a complimentary meeting today to review your current investment planning and review 

No strategy assures success or guarantees against loss.  Investing in securities is subject to risk and may involve loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not eliminate market risk.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Investing involves risk including the potential for loss of principal.