A boutique style, independent financial planning and wealth management firm in Hopkinton, Massachusetts committed to giving investors the undivided attention they deserve. 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.
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 know that these can be frightening times, but we want to assure you that one thing you don't need to worry about is us supporting you through them.
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 know that these can be frightening times, but we want to assure you that one thing you don't need to worry about is us supporting you through them.
Services
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.Chris joined Blackstone in April of 2021 after serving several years in the mutual fund industry.
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.Chris joined Blackstone in April of 2021 after serving several years in the mutual fund industry.
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.
The Pan-Mass Challenge raises money for life-saving cancer research and treatment at Dana-Farber Cancer Institute through an annual bike-a-thon that crosses the Commonwealth of Massachusetts. Each year we sponsor a number of our clients who fundraise and ride. Blackstone is a proud sponsor of the annual fundraising event for the RE/MAX Executive Realty Charitable Foundation.
Our style is casual, approachable and human. For clients who face increasingly complex financial challenges, we take difficult concepts, eliminate jargon and make them simple to understand, empowering clients to feel in charge of their financial lives. Each year we invite a select group of uniquely successful individuals to join our family of clients where we can make a significant and meaningful impact.
We are an independent, privately-owned firm accountable only to our clients, with a transparent, fee-based compensation structure and no corporate parent or proprietary products. We uphold a fiduciary standard of care so our advisory clients can feel confident that our recommendations represent our objective judgment, committed to keeping their best interests in mind.
Reviews (1)
Michael Milham
Aug 25, 2019
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