Who We Help Our Approach Resources About Fees & Fit Client Center Contact Schedule a Conversation →
About

The people behind the Family CFO approach.

Stonehearth Capital Management is an independent, fiduciary registered investment adviser based in Danvers, Massachusetts. We serve families across the North Shore and beyond who are navigating the complex, interconnected financial decisions that define the most important chapters of their lives.

Our Team Approach

Advice is personal. Delivering it well takes a team.

Each Stonehearth client relationship is led by a senior advisor who is responsible for understanding the family’s goals, coordinating advice, and guiding ongoing decisions. Behind that relationship is a broader team that supports planning, investment management, reporting, paperwork, and service.

So each family has one advisor who knows them well, with a team behind that advisor to support planning, investments, reporting, and service.

Our senior advisory teams are led by Jamie Upson, Joe Gauvin, and David Juliano. Planning and client service professionals support those relationships, while Chris Gauthier, CFA, oversees Stonehearth’s investment management process as Chief Investment Officer.

The Team

The people behind your relationship.

Compliance Placeholder

[PLACEHOLDER — Names, titles, and credentials reflect the current team on stonehearthcapital.com/team. Short bios below are draft positioning — Jamie/Christine to confirm wording and provide professional headshots before launch. Not a Phase A/B launch blocker.]

Senior Advisors
Jamie Upson, Senior Advisor & Owner
Jamie A. Upson, CFP®
Senior Advisor & Owner

Jamie owns the firm and leads senior advisory relationships, helping families work through complex planning questions and the major financial decisions that shape their lives.

Joe Gauvin, Senior Advisor
Joe Gauvin, CFP®
Senior Advisor

Joe leads ongoing client relationships, guiding families through planning and implementation as their circumstances and priorities evolve over time.

David Juliano, Senior Advisor
David Juliano, CLU, ChFC
Senior Advisor

David brings deep planning and advisory experience to the relationships he leads, helping families coordinate the many moving parts of their financial lives.

Investment Management
Chris Gauthier, Chief Investment Officer
Chris Gauthier, CFA
Chief Investment Officer

Chris oversees Stonehearth’s investment process, including research, portfolio construction, and how the firm manages risk, so that investment decisions stay aligned with each family’s broader financial plan.

Planning & Client Service
Ben House, Associate Advisor
Ben House
Associate Advisor

Ben supports the senior advisors with planning analysis, meeting preparation, and the follow-through that keeps each family’s plan moving forward.

Amanda Sylvia, Paraplanner
Amanda Sylvia, FPQP®
Paraplanner

Amanda supports planning preparation and client meetings, helping ensure the analysis and materials behind every recommendation are thorough and clear.

Christine Casallas, Client Operations & Billing
Christine Casallas
Client Operations & Billing

Christine manages billing, reporting, paperwork, and account administration, keeping the operational side of every client relationship running smoothly.

Our Firm

Independent. Fiduciary. Accountable to you.

Stonehearth Capital Management is a fiduciary wealth management firm. We are independently owned — not part of a bank, brokerage, or insurance company. Our advisory relationships are primarily fee-based, and we provide transparent information about our advisory fees. In certain circumstances, affiliated insurance professionals may receive commissions on products such as life insurance, disability insurance, or long-term care insurance when appropriate and disclosed.

Compliance Placeholder

[FIRM-SPECIFIC REVIEW — confirm compensation description against ADV Part 2A, including advisory fees, insurance-related compensation, and related conflicts. Do not describe the firm as “fee-only” unless confirmed.]

Stonehearth has served families for more than four decades, helping clients make thoughtful decisions across investments, retirement income, taxes, estate planning, insurance, and major life transitions. Many of the families we work with have been with us for years — through retirements, transitions, and the passing of wealth from one generation to the next.

Compliance Placeholder

[PLACEHOLDER — Firm AUM figure removed from this page by direction. Confirm the “more than four decades” longevity statement is accurate and substantiable before launch — Jamie.]

Based in Danvers, Massachusetts, we serve families throughout Greater Boston, the North Shore, and across the country.

What Clients Say

“Highly recommend the team at SCM! David, Amanda and Christine have been great to work with. Everything is explained in detail, but in basic terminology. Very relaxing office environment where the financial strategy is discussed and not preached. I felt that I was a part of their team right from the start!”

Brian O’Connell · Google review

The Google reviews copied above are from individuals who provided public feedback about Stonehearth Capital Management. 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. View additional client feedback.

Compliance Placeholder

[COMPLIANCE REVIEW — Full verbatim 5-star Google review (Brian O’Connell), copied from the firm’s public homepage. No date available (not fabricated). Amanda to: (1) approve display + disclosure wording; (2) confirm “existing clients” is accurate for this reviewer; (3) provide the real “View additional client feedback” Google-reviews URL (currently ‘#’). LAUNCH BLOCKER until cleared.]

Ready to Start

A conversation costs nothing.
The right advisor changes everything.

The first conversation is about understanding your situation — not presenting a proposal. No preparation required.

Schedule a Conversation  →Learn About Our Process