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22 South Street
Suite 202
Hopkinton, MA 01748
(508) 435-1281

 

Team

Today's market complexity and volatility demand specialized attention, with a holistic approach to wealth management. We provide the intellectual capital and resources needed to offer a truly dynamic approach to your investment objectives. Learn more about our holistic approach. 

Our experienced professionals are skilled in addressing the unique complexities and concerns that affluent individuals face. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Each member of our firm accepts and maintains the utmost responsibility for preserving the integrity and confidentiality of all client matters. 

Contact us today and get started with a review of your portfolio and investment strategies. 

 

James A. Valis, MBA, CFP®

Financial Advisor, Owner, and Founding Partner

(508) 435-1281

(508) 435-1943

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

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Gregg R. Manis, CFP®

Financial Advisor, Owner, and Founding Partner

(508) 435-1281

(508) 435-1943

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 part of a noble...

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Susan L. Pratt, MBA

Director of Marketing and Operations

(508) 435-1281

(508) 435-1943

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

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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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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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