James A Valis

About James A Valis

Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional and Managing Partner of…

Experience

1. Managing Partner and Wealth Management Advisor

   Blackstone Valley Wealth Management, Llc

   Mar 2013 — Present

   Jim focuses on providing wealth management solutions to a select group of uniquely successful families that are approaching, transitioning or living in retirement. Together with his team, he helps affluent clients address their five biggest concerns: preserving their wealth, tax reduction strategies, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Jim co-founded Blackstone in 2013. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with Jim to- Develop and implement a comprehensive wealth management plan to help them work towards their financial dreams- Make smarter decisions in today’s uncertain political, economic and social environment- Obtain an independent second opinion from an experienced financial advisor in their community. Each year since 2015*, he has been recognized by Five Star Wealth Manager as a top Wealth Manger in the Boston area. Additionally, LPL Financial has listed Jim as one of their top financial advisors as a member of the Freedom or Directors club each year since 2015**,* Jim has received the Five Star Wealth Manager award & the LPL Financial Freedom or Directors Club award in 20••••22. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 20••••22 Five Star Wealth Managers.** Director & Freedom Clubs Achievement is based on annual production among LPL Advisors only annual production among LPL Advisors only.

Education

• Bryant University

  Master of Business Administration (MBA), Finance and Financial Management Services

  2000 — 2002

• Bryant University

  Financial Planning Certificate Program, Financial Planning Executive Development Center

  2005 — 2007

• College of Financial Planning

  CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services

  2006 — 2008

• Worcester Polytechnic Institute

  Bachelor of Science (B.S.), Business Administration and Management, General

  1996 — 2000

• College of Financial Planning

  Financial Planning and Services

  2003 — 2005

Skills

• Etfs
• Options
• Series 7 (Registration Is Held Through Lpl Financial)
• Retirement Planning
• Long Term Care
• Retirement
• Stocks
• Alternative Investments
• Fixed Income
• Investment Strategies
• Personal Financial Planning
• Wealth Management Services
• Annuities
• Finance
• Investment Advisory
• Estate Planning
• Wealth Management
• Pensions
• Series 63 (Registration Is Held Through Lpl Financial)
• Financial Advisory
• Asset Allocation
• Iras
• Term Life Insurance
• Financial Planning
• 401k
• Bonds
• 401(K) Retirement Savings Plans
• Mba Finance
• Cds
• Series 65 (Registration Is Held Through Lpl Financial)
• 401k Rollovers
• Mutual Funds
• Financial Planners
• Certified Financial Planner
• Retirement Plan Consulting
• Asset Management
• College Savings Plans
• Cash Management
• Tax
• Strategic Financial Planning