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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Blackstone Wealth Management 8 years Jan 2012 - Present
Mml Investors Services 12 years, 2 months Nov 2007 - Present
Massmutual Life Insurance Company 12 years, 3 months Oct 2007 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Alexander Blackstone

Education Planning
Published 2013-08-05 10:52:53
Dividend Investing
Published 2013-02-06 09:41:25
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    Save for now, or save for later?
    Jean-To fully answer your question an advisor would need to know more information. Does your company match a percentage of your contribution? How old are you? What is your current income and how much do you assume your income will increase? In short, I recommend that all of my clients have at leas...  (more)
    Answered Feb 2013
    How do i buy gold in my sep ira?
    Buy ticker symbol GLD...  (more)
    Answered Sep 2013
    I am an employee at a small business in Maryland. We have a 401K plan with a 3% company match. However, we only have about 15-18 investment options through American funds and all the expense ratios are 1.35-1.90. How can I find lower expense ratio options?
    Adam-A lot of the fees you are paying come from the 12b-1 fee which go to the broker of record on your plan as a commission. And yes, you are paying way too much in fees for what you are receiving. Take a look at, and type in the ticker symbol RGABX. This is The Growth Fund of Am...  (more)
    Answered Aug 2013
    My Dad would like to give "gift" my Husband and I $25K to help pay for medical expenses. Since he has already paid for the taxes on his end for the funds we wanted to see what the implications would be for my Husband and I when we file our taxes for 2013?
    Medical expenses are not considered a gift, and therefore will not be taxed to either party IF your dad pays the medical institution or insurance company directly. ...  (more)
    Answered Mar 2013
    Are individual bonds of great companies, i.e. Toyota, Chevron, AT&T a safer place to keep your investment versus, Dreyfus Bond Index, Vanguard total Bd ETF, I shares core total US Bond Market. My bond account lost over 5% May 21 - June 30.
    Larry-Short answer: Yes. It all has to with CONTROL. In bond mutual funds and EFT's you are investing with fund managers that you cannot control. Also, you have no control of the public investors cash inflow and outflows within the funds (when the public puts money in or takes it out). You have no ...  (more)
    Answered Aug 2013
    What's the best distribution between college savings and retirement savings?
    Mya-In my opinion you should not separate the two. Compartmentalizing your money (Retirement, education, etc.) can have negative effects on your wealth building abilities. The 529 plan is one of the worst wealth destruction investment vehicles out there. It does not allow your money to compound ove...  (more)
    Answered Aug 2013
    Education -529 - good or bad?
    SSK-Please read my financial guide at  (more)
    Answered Aug 2013
    How do I go about contacting our 401 K company to try to improve its rating?
    Yes. If you own the company, you pick your 401(k) provider. If you are unhappy, and would like a 401(k) review I work in Tampa and would be happy to give you my opinion.  (more)
    Answered Oct 2013
    Is an indexed life insurance policy a viable option for a high income earner who is a wage earner?
    Daniel-The fees you deem high now will only get worse. In any Universal Life product insurance costs are not fixed, and they will increase each year. So if you are lucky enough to see an old age, you will never see the money you put into the product because it will all be eaten away with insurance ...  (more)
    Answered Dec 2014
    How would you invest $100,000 to ensure a minimum of 7% growth a year? What would your flat fee a year be to invest it?
    As long as you have "ensure" and "invest" in the same thought, you aren't ready to invest. ...  (more)
    Answered May 2017
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Jan 15, 2020
      • license status
        Not registered
      • disclosures
      • as of date
        Nov 11, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


      Blackstone Wealth Management

      Last updated on March 17, 2017
        • $5.5M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 60
        • $91.7K
          Estimated Average Account Balance


      Types of Compensation Arrangements