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Blackstone Valley Wealth Management, LLC. Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Blackstone Valley Wealth Management, LLC is a small, boutique independent financial planning and wealth management firm based in Hopkinton, Massachusetts. It serves a select group of individuals and families nearing retirement, transitioning to retirement, or already living in retirement by developing strategies to protect and manage their wealth. The firm uses a consultative process that covers five core areas: investment consulting, wealth enhancement, wealth planning, wealth transfer, and charitable giving, providing holistic solutions beyond traditional investment advice.

In the investment management landscape, the firm positions itself as an independent, client-focused advisor delivering comprehensive planning alongside investment guidance. Securities are offered through LPL Financial, and investment advice is provided through Private Advisor Group, with the two entities described as separate from LPL Financial. In early 2024, advisors James A. Valis and Gregg R. Manis were recognized with Five Star Wealth Manager awards by Boston Magazine, reflecting professional recognition within the field.

Find Blackstone Valley Wealth Management, LLC. employees' phone numbers or email addresses

Blackstone Valley Wealth Management, LLC. Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Blackstone Valley Wealth Management, LLC.'s Leadership

  • Owner at Blackstone Valley Wealth Management, LLC.
    F. B.
    Owner
    Mobile Phone
  • Managing Partner And Wealth Management Advisor at Blackstone Valley Wealth Management, LLC.
    G. M.
    Managing Partner And Wealth Management Advisor
    Mobile Phone
  • Investment Advisor at Blackstone Valley Wealth Management, LLC.
    T. M.
    Investment Advisor
    Mobile Phone

Blackstone Valley Wealth Management, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Blackstone Valley Wealth Management, LLC.

Name
Title
Contact
Location
Last Update
  • Owner at Blackstone Valley Wealth Management, LLC.
    F. B.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Managing Partner And Wealth Management Advisor at Blackstone Valley Wealth Management, LLC.
    G. M.
    Managing Partner And Wealth Management Advisor
    Mobile Phone
    Oct 16, 2024
  • Investment Advisor at Blackstone Valley Wealth Management, LLC.
    T. M.
    Investment Advisor
    Mobile Phone
    Apr 25, 2025

Frequently Asked Questions

What is Blackstone Valley Wealth Management, LLC. known for?

Minus sign iconPlus sign iconBlackstone Valley Wealth Management, LLC. was founded in 2013 and operates in the Investment Management industry. You can contact Blackstone Valley Wealth Management, LLC.'s main corporate office by phone at
+1-508-435-****
. Explore Blackstone Valley Wealth Management, LLC.'s company overview page for more information.

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

Minus sign iconPlus sign iconBlackstone Valley Wealth Management, LLC. employees' email format typically follows the pattern of First@blackstonevalleywealth.com. Trying to find reliable and up-to-date employee contact data? Find more Blackstone Valley Wealth Management, LLC. email formats with LeadIQ.

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

Minus sign iconPlus sign iconBlackstone Valley Wealth Management, LLC. has approximately 3 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Blackstone Valley Wealth Management, LLC.'s key employees and leadership?

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As of September 2026, Blackstone Valley Wealth Management, LLC.'s key employees include:

  • Owner: F. B.
  • Managing Partner And Wealth Management Advisor: G. M.
  • Investment Advisor: T. M.

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