Complimentary 30-minute call
Whether you're planning your retirement transition, caring for aging parents while still building your own future, or protecting the wealth you've built for generations to come — we're here to help you move forward with clarity and confidence.
A call is at no cost or obligation to you.
Stonehearth Capital Management has a $1 million minimum for new client relationships, with the exception of client-children who do not have a minimum.
Step 1 of 4 — About you
This helps Joe come prepared. It takes about 3 minutes.
Home address
Step 2 of 4 — Financial snapshot
Helps Joe tailor the conversation to your situation.
Step 3 of 4 — What brings you in
Select all that apply.
Step 4 of 4 — Review
Please review before submitting.
By submitting, you agree that SCM may contact you regarding your inquiry. Your information is kept strictly confidential.
Your information has been sent to our team. Click below to book your complimentary 30-minute call with Joe.
Can't find a time? Email us at info@stonehearthcapital.com
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Joe Gauvin
CFP® · MBA · Financial Advisor
Joe is currently welcoming new clients at Stonehearth Capital Management. With a focus on retirement income planning, tax strategy, and investment management, Joe brings a clear, personable approach to helping families navigate major financial transitions. When you submit this form, you'll go straight to Joe's calendar to book a time that works for you.
What our clients say
"Joe Gauvin and his team at Stonehearth are wonderful to work with. They are knowledgeable professionals and savvy asset managers who treat clients with just the right balance of respect and warmth. They respond quickly to questions and requests for meetings. Most importantly, they truly care about their clients. I have no reservations in recommending Stonehearth Capital Management."
Dian Seidel
Google review
"We have been with Stonehearth for over 30 years and always feel that we are treated with respect and concern for our financial health. Over the years, they have taken the time to get to know us personally — we are not just 'numbers on the books'! Stonehearth has been a great company to work with and I would highly recommend their services."
Cynthia Bolivar
Google review
"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."
John LeBlanc
Google review
Statements reflect individual client experiences and may not be indicative of future results. No client was offered compensation in exchange for their review. No material conflicts of interest are known to exist.
What happens next
Complete this form
3 minutes. Helps Joe come prepared with insights relevant to your situation.
Pick a time
You'll go straight to Joe's calendar to choose a time that works for you.
Have the conversation
A 30-minute call to explore whether SCM is the right fit for your family.