Stonehearth Capital helps successful families coordinate retirement, taxes, estate planning, equity compensation, and multigenerational legacy — not as separate conversations, but as one connected plan.
Your investment manager manages your portfolio. Your CPA handles taxes. Your estate attorney drafted documents years ago. Each professional is excellent at their job. But here’s what rarely happens: they talk to each other. Nobody owns the whole picture. That’s not a criticism of anyone — it’s just how the traditional model works.
“Most advisors manage a portfolio. We help coordinate a family’s financial life.”
Stonehearth Capital serves as the Family CFO — a single point of coordination across every financial decision your family faces. We don’t start with your portfolio. We start with your family.
Learn about our Family CFO approach →Families often come to us for investment guidance. They tend to stay because that guidance is connected to the rest of their financial life — taxes, retirement income, estate planning, insurance, and the decisions that affect the people they care about most. When something changes — a job transition, a parent’s health, an inheritance — there’s someone whose job it is to look at what that means across the whole picture.
Learn about our Family CFO approach →Investment advisory services through Stonehearth Capital Management, LLC, a registered investment adviser.
Most families come to us carrying financial complexity they’ve been managing alone. Our process is designed to change that — to create a complete, coordinated picture of where things stand and what comes next.
“[PLACEHOLDER — approved client testimonial about having one coordinated point of contact across their financial life]”
Client testimonials are provided by current or former clients. No compensation was provided for these statements. Experiences may not be representative of all clients and are not a guarantee of future results or success.
[PLACEHOLDER — TESTIMONIAL: insert one approved broad trust-building client quote, or remove this section before launch. Needs (1) real quote text, (2) approved attribution, (3) confirmation of no compensation / conflicts, (4) SEC marketing-rule disclosure (shown above) approved by Amanda. LAUNCH BLOCKER if displayed.]
Most families we work with wish they had found someone to coordinate the whole picture sooner. The first conversation is about understanding your situation — not presenting a proposal.