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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.

Wealth Management Solutions

Investment Management

Our advisory fee-based accounts, “open architecture” approach enables us to construct diversified portfolios tailored to each client’s individual needs from a wide universe of investments, without any pressure to sell proprietary products. Rather than attempting to time the market, we follow a disciplined asset allocation strategy that seeks to achieve each client’s long-term return or income objectives aiming to lower costs and maximizing tax efficiency. We remain by our clients’ side every step of the way, following a consistent process to review, rebalance and revise their portfolio to help keep them on track.*

Retirement Income and Distribution Planning

We help our clients plan for the type of retirement they envision, whether they want to retire early, keep working, or start a whole new career. Our extensive financial and investment planning experience can help them define their income requirements, identify sources of income, and plan sustainable distributions from their investment accounts.

Risk Management 

We help clients protect their families from the unexpected with comprehensive insurance strategies that may include personal, liability, life, and long-term care insurance policies.

Tax Planning 

Through sophisticated tax management strategies and tax-advantaged investments, we can help clients work towards keeping more of what they earn. Our advisors offer specialized experience in handling the added complexities that significant wealth can bring.

Estate Planning 

We work closely with our clients’ attorneys and other professional advisors to help them plan for the future, manage their legacy and provide for the people and causes they care about. We have extensive experience handling complex situations such as business succession, special needs trusts and multigenerational wealth transfer.**

Charitable Giving Strategies 

Careful philanthropic planning can help clients maximize their impact on the world while reducing their tax liability. We help clients implement their philanthropic strategies through a variety of vehicles, including charitable giving trusts, private foundations and donor-advised funds.

Education Planning 

Planning for college or other educational expenses can be difficult and confusing. We analyze a family’s education funding needs, recommend appropriate strategies, select investments, and continuously monitor their portfolio to help ensure their savings plan stays on track.

* No strategy including asset allocation and diversification can protect against loss. Investing involves risk including loss of principal.

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.

**Blackstone Valley Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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