We are grateful for the families who place their trust in Stonehearth. This page is designed to make it easier to access your accounts, share documents securely, schedule time with us, and find the resources you need between meetings.
These tools support our relationship with you. They don’t replace it.
View account balances, statements, transaction history, and tax documents through Charles Schwab’s client portal.
[PLACEHOLDER — Jamie to confirm Schwab Alliance client-facing URL]
View your financial plan, account aggregation, and planning documents through the eMoney client portal.
[PLACEHOLDER — Jamie to confirm eMoney Vault client-facing URL]
Share tax documents, estate documents, statements, and other files with your advisory team securely.
[PLACEHOLDER — confirm Squarespace secure upload feature is active and link destination — Jamie]
If something has changed — a job transition, a parent’s health, a liquidity event, a question that won’t wait — schedule a call directly. We’re reachable between reviews.
[PLACEHOLDER — 'reachable' language — Amanda to confirm this doesn't imply a specific availability commitment beyond what the engagement agreement states.]
[PLACEHOLDER — Jamie to confirm Calendly URL for existing client meeting scheduling — may be different from prospect Calendly]
978.624.3000
info@stonehearthcapital.com
100 Conifer Hill Dr, STE 105, Danvers, MA 01923-1164
Financial planning, investment decisions, and strategy questions
Chief Investment Officer — portfolio strategy and investment management
Account service, billing, document requests, and planning support
[PLACEHOLDER — confirm Client Center contact routing and which team members clients should reach for each need; titles per current team page — Jamie]
These tools exist to make the practical side of working together easier. The relationship — and the Family CFO coordination it represents — is what actually matters. When something important changes in your life, we want to hear about it before the next quarterly review.
Contact your team →