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Trusted Advisory Firm Helping Families with their Finances for over 36 Years!

Welcome to Stonehearth Capital Management

Are you thinking about retirement and wondering if you have enough resources to retire? Did you recently lose your spouse who handled your family's finances and you need help? Do you rarely look at your portfolio because you just don't know what to do with it? You are not alone. Stonehearth Capital Management can help.

We are independent, which means that we work and report to YOU without any biases or products to push. We are fiduciaries, which means we are legally obligated to act in your best interest. Our team of experts have the training and expertise to guide you through even the most challenging scenarios. Our team is able to help clients residing in all 50 states. If you want to discuss your personal situation, please click the link below to schedule a complimentary call now. Schedule a Complimentary Call Now!

March Webinar

Are your Family's Assets Protected from a Nursing Home?
March 28, 2018 at 12:00 PM

April Webinar

CIO's Corner: Quarterly Update with Chris Gauthier, CFA
April 26, 2018 at 10:00 AM

Financial Planning Services

Let's make a plan! You tell us what your goals are, and we will build a plan to help it become a reality.

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Investment Management Services

If you do NOT have the time, energy, or resources to commit towards managing your family's finances, then you would be better served by hiring a professional who does, like us.

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Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.


Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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