Stonehearth Capital Management
We are active risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our highly experienced investment managers follow sophisticated and strictly disciplined strategies to help you build your wealth, while carefully managing risks in all market environments. While we work with a wide variety of clients, many of our clients come to us for guidance during life’s important financial transitions or those of whom may be tackling financial issues for the first time. When you bring us your challenges and personal financial goals, you can be sure that we’ve worked with clients in your situation before. Schedule a FREE Introductory Call with us to discuss your personal financial situation and how we can help. 100 Conifer Hill Drive Unit 105 | Danvers, MA | 01923 |(978)
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
152
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DJ
David Juliano
Senior Financial Advisor · Finance & Accounting
EmailPhone - CG
Chris Gauthier
Chief Investment Officer · Finance & Accounting
EmailPhone - JU
Jamie Upson
President & CEO · General Business & Management
EmailPhone - DJ
David Juliano
Senior Financial Advisor · Finance & Accounting
EmailPhone - JS
Jena santa Anna
Relationship Manager · Sales & Business Development
EmailPhone - JG
Joseph Gauvin
Senior Financial Advisor · Finance & Accounting
EmailPhone - AS
Amanda Sylvia
Paraplanner · Finance & Accounting
EmailPhone - BH
Ben House
Associate Advisor · Finance & Accounting
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Stonehearth Capital Management
7 distinct titles indexed · top 7 shown.
- 3senior financial advisor
- 1associate advisor
- 1chief investment officer
- 1paraplanner
- 1president & ceo
- 1regional chief financial officer
- 1relationship manager
Sign up to unlock all 9 contacts at Stonehearth Capital Management
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