Life Changes. Let’s Make Sure Your Finances Keep Up.
Most of our clients are navigating one of three major financial shifts. Which one feels like you?
Which Life Transition Are You Facing?
Retirement Planning
(Ages 60-75)
Make confident decisions about income, Social Security, Medicare, and tax strategies before RMDs begin.
Legacy Planning
(Ages 75+)
Simplify your finances, reduce estate taxes, and align your estate plan with your long-term financial goals.
Financial Caregiving
(Hopefully Never)
Help your parents with their financial life - when it matters most. Before things go wrong, which can happen quickly.
Clear Planning. Smart Investing. Lifelong Guidance.
At Stonehearth Capital Management, we blend advanced financial planning with in-house investment management—so every strategy is built for your full financial picture. Here is a list of common areas we address.
Retirement income planning
Tax strategies across generations
Estate coordination
Long-term care and caregiving support
Portfolio construction and monitoring
Roth conversions, RMDs, and more
It’s Not Just What We Do - It’s How We Do It
“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!”
“We are very happy with Joe Gauvin. He is very informative and is able to answer our questions. We feel very comfortable talking with Joe and confident after our meeting. We highly recommend Joe Gauvin and Stonehearth Capital Management.”
“Working with Jamie Upson and his staff has been the best decision I’ve made concerning my finances. Besides being extremely personable, he is ethical and resourceful. There have been several situations that Jamie and Jena helped me deal with. I am extremely grateful for their advice and guidance.”
Disclosure: These Google reviews are from existing clients of Stonehearth Capital Management. No existing client was compensated, either with cash or non-cash benefits, in exchange for their statement. Reviews reflect individual experiences and may not be representative of all clients. No material conflicts of interest are known to exist in connection with these testimonials. Read more reviews.
Rooted in Relationships. Built for Life’s Transitions.
We’ve been helping families in the Danvers area navigate financial complexity for over 40 years. We’re proud to combine deep technical knowledge with warmth, transparency, and care.
Jena Santa Anna joined Stonehearth Capital Management back in 2013. Jena is our Relationship Manager and a member of Jamie’s team. Want to meet the rest of the Stonehearth team? Click here.
Let’s Make the Next Step Clearer
Not sure what kind of help you need? That’s okay. Start with a simple conversation—we’ll listen, ask thoughtful questions, and explore whether we’re a good fit.
