Thank you for visiting our referral site. We understand the level of comfort and confidence required to refer someone to our firm, and we sincerely appreciate your willingness to consider doing so. This site is designed to make the process of referring someone to Blackstone Wealth Management as simple and seamless as possible.
As Blackstone Wealth Management and Stephen Craig Associates before us has grown and evolved, we’ve refined our expertise and narrowed our focus for new clients to certain types of relationships. Some of the characteristics we look for in new client relationships can be found her:
hyperlink >client profile<
Although you may have a general sense of someone’s financial position, we understand that it isn't always possible to know the precise net worth of those you choose to refer. As we pointed out earlier, the goal is for this process to be simple and seamless. If you refer someone to us but are uncertain if they fall within our preferred range, that is fine. You can be comfortable knowing that we will arrive at a mutually beneficial course of action with anyone you choose to refer.
If you would like to proceed with referring someone to Blackstone Wealth Management, please click on the Refer button below: