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.

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