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.  

Gregg R. Manis, CFP®

Managing Partner, Wealth Management Advisor

Gregg is Managing Partner and a Wealth Management Advisor at Blackstone Valley Wealth Management. He and his team’s focus are providing comprehensive wealth management solutions to a select number of successful individuals &...

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James A. Valis, MBA, CFP®

Managing Partner, Wealth Management Advisor

Jim Valis is Managing Partner and a Wealth Management Advisor at Blackstone Valley Wealth Management. He focuses on providing wealth management solutions to a select group of uniquely successful families that are approaching,...

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Maureen C. MacPhee

Director of Operations

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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Jennifer Kelly

Paraplanner

Jen Kelly joined Blackstone Valley Wealth Management in November of 2023 as a paraplanner.  She brings with her over 10 years of experience in the financial investments industry working with, both banks, and investment management...
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