Broker Check
James A. Valis, MBA, CFP®

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.

Jim specializes in creating unique strategies that address complex wealth management issues, such as minimizing tax implications and philanthropic support, so that each client can effectively control the destination and purpose of their wealth.  This is done by taking a holistic approach which includes the team at Blackstone and incorporating a network of trusted advisors such as accounting, legal, real estate and insurance professionals. Jim’s niche clientele includes high net worth individuals ($1M+), ultra-high net worth individuals ($10M+), business owners, non-profit organizations and trusts.

A native of Worcester, MA, Jim graduated from WPI with his undergraduate degree in Business Management. Following WPI, he achieved his MBA from Bryant University with a concentration in Finance. Upon completion of his Masters degree, Jim began his career as a financial advisor, working with individuals, business owners, non-profit organizations and trusts. In 2007, he completed the Financial Planning Certificate Program and earned his certification as a Certified Financial Planner™ professional in 2008.

Jim’s focus has always been, and continues to be, building long term successful relationships with clients. His genuine desire to help others succeed in their endeavors creates a level of trust which he believes is the foundation to all successful long term relationships.

Today, Jim continues to build on that foundation at Blackstone. He understands each client is unique, with their own story to share and their own personal goals. This individuality is one of the reasons every portfolio is custom built at Blackstone.

In addition to investments, Crossfit and sports, Jim enjoys spending time with his family and being an active contributor to the local community. The Valis family resides in Hopkinton, MA.

 

 

 

The CFP® certification process, administered by the CFP board, identifies to the public that those individuals who have been authorized to use the CFP certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.