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It's time to demand something more from your advisor: Undivided Attention.

We go beyond investment advice to provide holistic solutions that address the full spectrum of our clients' financial needs - including the "unknown unknowns" that they have yet to face. Each advisor at Blackstone Valley is a CERTIFIED FINANCIAL PLANNER™ professional, and our technology enables us to review a clients’ total financial picture, including assets held away at other firms or financial institutions.

The Blackstone Valley Wealth Management Process

Our process starts with gaining a deep understanding of your values and unique perspective on finances. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests.

Once we have insight into your distinct financial situation, we begin to design a highly customized, integrated wealth management solution. When creating your personalized plan, we use strategies based on key principles, such as the importance of prudent diversification and the central role of asset allocation in managing risk. Our experienced team is skilled in addressing the unique complexities and concerns that affluent individuals face and, having managed assets through a wide range of market cycles, understands the importance of adopting a long-term perspective and maintaining a consistent approach.

The proprietary process at Blackstone Valley Wealth Management includes access to a robust client portal that provides a comprehensive look at your entire financial picture. It gives you the ability to view all your accounts in one place, see daily updates on portfolio values, and safekeeping of valuable financial documents. For more information on the WealthVision client portal, please click here.

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