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.
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.
This structure allows clients to have a clear advisory relationship while also benefiting from the depth of a coordinated firm — not just the perspective or availability of one person.
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.
[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.]
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 leads ongoing client relationships, guiding families through planning and implementation as their circumstances and priorities evolve over time.
David brings deep planning and advisory experience to the relationships he leads, helping families coordinate the many moving parts of their financial lives.
Chris oversees Stonehearth’s investment process — research, portfolio construction, and the firm’s approach to managing risk — so that investment decisions stay aligned with each family’s broader financial plan.
Ben supports the senior advisors with planning analysis, meeting preparation, and the follow-through that keeps each family’s plan moving forward.
Amanda supports planning preparation and client meetings, helping ensure the analysis and materials behind every recommendation are thorough and clear.
Christine manages billing, reporting, paperwork, and account administration, keeping the operational side of every client relationship running smoothly.
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.
[PLACEHOLDER — Fiduciary / “primarily fee-based” / insurance-commission language must be consistent with ADV Part 2A and Form CRS. “Fee-only” intentionally NOT used pending Amanda’s confirmation. Amanda to confirm — coordinate with Fees & Fit page. LAUNCH BLOCKER.]
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.
[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.
“[PLACEHOLDER — approved client testimonial about the responsiveness of the team and the support they feel]”
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 an approved client quote (the responsiveness of the team and the support they feel) or remove this section before launch. Needs (1) real quote text, (2) approved attribution, (3) no compensation/conflicts confirmation, (4) SEC marketing-rule disclosure (shown above) approved by Amanda. LAUNCH BLOCKER if displayed.]
The first conversation is about understanding your situation — not presenting a proposal. No preparation required.