Broker Check

Your family becomes our family.

We place a premium on getting to know our clients and letting them get to know us as well. We go beyond numbers on a piece of paper, seeking to understand their family situations, their unique circumstances and what drives them. All of our clients are introduced to our entire team of professionals, so that they can reach out for answers to any question and feel confident that there is always someone available who knows and understands their needs.  

James A. Valis, MBA, CFP®

Financial Advisor, Owner, and Founding Partner

As one of the founding partners of Blackstone, Jim firmly believes in providing objective investment guidance, exceptional service and ongoing communication.

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Gregg R. Manis, CFP®

Financial Advisor, Owner, and Founding Partner

As one of the founding partners of Blackstone, Gregg’s goal is to understand his client’s concerns and objectives and then develop a roadmap to help them navigate their financial life journey. He always envisioned being...

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John Heatwole, FPQP™

Financial Paraplanner

John joined Blackstone in 2017 after more than a decade of serving institutional clients in the mutual fund industry. A Massachusetts native, John moved to Boston, MA upon receiving his degree in Finance and Economics to begin his...

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Susan L. Pratt, MBA

Director of Marketing and Operations

Susan joined Blackstone in 2014 to support the rapidly growing firm. She manages marketing, compliance, and some operational activities.

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Maureen C. MacPhee

Office / Operations Manager

Maureen joined Blackstone in February 2015 as the Office / Operations Manager. She oversees all daily operations related to client accounts and office functions. She is the one to welcome all clients as they enter the office and...

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