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 2015-2022. 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 2015-2022 Five Star Wealth Managers.** Director & Freedom Clubs Achievement is based on annual production among LPL Advisors onlyannual production among LPL Advisors only.

Responsible for the retention, development and growth of Individual Investor High Net Worth Client Portfolios in excess of $2 Billion.

Responsible for acquisition & development of new and existing Individual Investor Portfolios.

Build and develop a Full Service Financial Advisory practice serving the needs of Individual Investors, their families and their Centers of Influence.