Blackstone Valley Wealth Management Advisors Receive Five Star Wealth Manager Award for Third Year in a Row

contribute's picture

HOPKINTON, MA –Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® will be recognized for the third time in three years with the 2017 Five Star Wealth Manager Award in the February edition of Boston Magazine.

This exclusive designation has been given to select wealth managers for over 11 years, in more than 45 markets throughout the U.S. and Canada. Award candidates were evaluated against 10 objective criteria and resulted in the Boston area’s top 3% of wealth managers who provide quality services to their clients.

Blackstone Valley Wealth Management provides highly personalized financial planning and wealth management services to individuals, families, businesses, and trusts. They are an owner-managed firm and work with a select number of discerning clients to provide the type of professional service which may be difficult to find with larger financial institutions. They strive to provide a concierge level of client service, customized solutions through transparent, unbiased advice. The advisors at Blackstone Valley Wealth Management spend the time with each client to fully understand their financial needs and construct a plan that is unique and specific. Both advisors at the firm are CERTIFIED FINANCIAL PLANNERSTM, a designation held by only 20% of all financial planners in the United States. The CFP® certification process identifies to the public that those individuals who hold this designation have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Blackstone Valley Wealth Management is located at 22 South Street in the Hopkinton Square plaza and are currently accepting new clients. For more information, please contact 508-435-1281 or visit www.blackstonevalleywealth.com.

Securities offered through LPL Financial. Member FINRA& SIPC. 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.