Broker Check

Your family becomes our family.

We place a premium on getting to know our clients and letting them get to know us as well. We go beyond numbers on a piece of paper, seeking to understand their family situations, their unique circumstances and what drives them. All of our clients are introduced to our entire team of professionals, so that they can reach out for answers to any question and feel confident that there is always someone available who knows and understands their needs.  

James A. Valis, MBA, CFP®

Managing Partner, Wealth Management Advisor

Jim focuses on providing wealth management solutions to a select group of uniquely successful families that are approaching, transitioning or living in retirement.

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Gregg R. Manis, CFP®

Managing Partner, Wealth Management Advisor

Gregg focuses on providing comprehensive wealth management solutions to a select number of successful families that are approaching, transitioning or living in retirement.

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John Heatwole CRPC® FPQP™

Financial Paraplanner

John joined Blackstone in 2017 after more than 14 years 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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Susan L. Pratt, MBA

Director of Marketing and Operations

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

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Maureen C. MacPhee

Office / Operations Manager

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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