23 May, 2017
James A. Valis, CFP® and Gregg R. Manis, CFP®, independent financial advisors at Blackstone Valley Wealth Management, LLC. in Hopkinton, MA, recently attended LPL Financial’s Private Wealth Symposium, an invitation-only conference tailored to LPL advisors who support high-net-worth (HNW) clients. The two-day symposium gathered over 270 LPL advisors, LPL executives and industry leaders for discussions on HNW trends and strategies in the context of today’s financial advice landscape.
“We believe it is essential to remain engaged with thought leaders to deepen the level of service and expertise we can offer our clients,” said Valis. “LPL’s Private Wealth Symposium provided a forum to network and exchange best practices with other advisors, as well as the opportunity to hear from industry experts on investment strategies that can support the complex and specialized needs of our clients.”
Valis and Manis have been providing financial planning services to clients in New England for a combined 41 years. Both provide a full range of financial services, including investment and retirement planning, liability and risk management services, tax and estate planning and more.
Valis and Manis are LPL Financial-affiliated advisors. LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer1. LPL provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice and also offers a specialized team, research and technology resources to support advisors working with HNW clients.
