No preparation required. No documents to gather. No commitment to make. The first conversation is about understanding your situation — not presenting a proposal.
Based in Danvers, Massachusetts, serving families throughout Greater Boston, the North Shore, and across the country.
Your first conversation will typically be with Jamie Upson or another member of the Stonehearth advisory team. We’ll ask about your situation, your family, and what you’re hoping to get clarity on. At the end, we’ll both know whether it makes sense to move forward.
[CTA links to the firm’s live scheduling page stonehearthcapital.com/schedule (the firm currently uses a scheduling page, not Calendly). Jamie to decide whether to embed the scheduler inline vs. link out, and confirm the prospect-facing scheduling destination.]
Book a 30-minute conversation at a time that works for you.
100 Conifer Hill Dr, STE 105
Danvers, MA 01923-1164
stonehearthcapital.com
“We typically work with individuals and families with $1 million or more in investable assets who are navigating the complex, interconnected financial decisions that come with building, transitioning, and transferring wealth across generations.”