Insights

High Net Worth Focus Blackstone Valley Wealth Management specializes in serving affluent individuals and families nearing or in retirement, presenting opportunities to offer premium financial products, estate planning services, and personalized wealth management solutions.

Recognition & Credibility The firm’s advisors, including James A. Valis and Gregg R. Manis, have received prestigious awards such as the Five Star Wealth Manager, indicating strong industry credibility and opening doors for targeted marketing of high-end investment services.

Holistic Service Model With a comprehensive approach addressing investment consulting, wealth transfer, charitable giving, and planning, there is potential to introduce related financial tools, tax strategies, and estate planning solutions to deepen client engagement.

Growing Digital Presence The firm leverages modern digital tools and a strong tech stack, which can facilitate targeted outreach, digital onboarding, and the promotion of fintech solutions to tech-savvy high-net-worth clients.

Market Positioning Operating in a competitive landscape alongside firms like MassMutual and Charles Schwab, there is an opportunity to differentiate through bespoke, personalized wealth management services and by emphasizing boutique-style attention to high-value clients.

Blackstone Valley Wealth Management, LLC. Tech Stack

Blackstone Valley Wealth Management, LLC. uses 8 technology products and services including Cloudflare, Google Fonts API, JSON-LD, and more. Explore Blackstone Valley Wealth Management, LLC.'s tech stack below.

  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • FancyBox
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • Google Tag Manager
    Tag Management
  • AddThis
    Widgets

Blackstone Valley Wealth Management, LLC.'s Email Address Formats

Blackstone Valley Wealth Management, LLC. uses at least 1 format(s):
Blackstone Valley Wealth Management, LLC. Email FormatsExamplePercentage
First@blackstonevalleywealth.comJohn@blackstonevalleywealth.com
33%
Last@blackstonevalleywealth.comDoe@blackstonevalleywealth.com
23%
FLast@blackstonevalleywealth.comJDoe@blackstonevalleywealth.com
11%
First@blackstonevalleywealth.comJohn@blackstonevalleywealth.com
33%

Frequently Asked Questions

Where is Blackstone Valley Wealth Management, LLC.'s headquarters located?

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Blackstone Valley Wealth Management, LLC.'s main headquarters is located at 22 South Street Suite 202 Hopkinton, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Blackstone Valley Wealth Management, LLC.'s phone number?

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You can contact Blackstone Valley Wealth Management, LLC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Blackstone Valley Wealth Management, LLC.'s official website and social media links?

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Blackstone Valley Wealth Management, LLC.'s official website is blackstonevalleywealth.com and has social profiles on LinkedIn.

What is Blackstone Valley Wealth Management, LLC.'s NAICS code?

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Blackstone Valley Wealth Management, LLC.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Blackstone Valley Wealth Management, LLC. have currently?

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As of February 2026, Blackstone Valley Wealth Management, LLC. has approximately 3 employees across 1 continents, including North America. Key team members include Managing Partner And Wealth Management Advisor: G. R. M.Managing Partner And Wealth Management Advisor: J. A. V.Owner: F. B.. Explore Blackstone Valley Wealth Management, LLC.'s employee directory with LeadIQ.

What industry does Blackstone Valley Wealth Management, LLC. belong to?

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Blackstone Valley Wealth Management, LLC. operates in the Investment Management industry.

What technology does Blackstone Valley Wealth Management, LLC. use?

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Blackstone Valley Wealth Management, LLC.'s tech stack includes CloudflareGoogle Fonts APIJSON-LDFancyBoxModernizrSite24x7Google Tag ManagerAddThis.

What is Blackstone Valley Wealth Management, LLC.'s email format?

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Blackstone Valley Wealth Management, LLC.'s email format typically follows the pattern of First@blackstonevalleywealth.com. Find more Blackstone Valley Wealth Management, LLC. email formats with LeadIQ.

When was Blackstone Valley Wealth Management, LLC. founded?

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Blackstone Valley Wealth Management, LLC. was founded in 2013.

Blackstone Valley Wealth Management, LLC.

Investment ManagementMassachusetts, United States2-10 Employees

We are a boutique-style, independent financial planning and wealth management firm in Hopkinton, Massachusetts committed to giving investors the undivided attention they deserve. We help a select number of individuals and families nearing, transitioning, or living in retirement with strategies that seek to help protect and manage their wealth.

We utilize a consultative process to help our clients address each of their five key concerns: investment consulting, wealth enhancement, wealth planning, wealth transfer and charitable giving. Our distinctive wealth management formula allows us to 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. By addressing investment consulting, advanced planning issues and relationship management we can help our clients make informed decisions to work towards the goal of achieving all that is important to them.

1. Third-party posts found of this profile do not reflect the view of LPL Financial and not have been reviewed by LPL Financial as to accuracy or completeness
2. For a list of states in which we are registered to do business, please visit www.blackstonevalleywealth.com
3. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Blackstone Valley Wealth Management, LLC. are separate entities from LPL Financial.

Section iconCompany Overview

Headquarters
22 South Street Suite 202 Hopkinton, Massachusetts United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Blackstone Valley Wealth Management, LLC.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Blackstone Valley Wealth Management, LLC.'s revenue is estimated to be in the range of $1M$10M

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