Second-Opinion Service

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances. In order to help the people you care about work towards their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same experience and guidance that you have come to expect as a valued client of Blackstone Valley Wealth Management.

What to Expect from Our Second-Opinion Service

We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and pursue their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.

Let us help those you care about. Please feel free to share this page or our Second-Opinion Service Brochure and have them contact us today.

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