Stonehearth Capital Management

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Stonehearth Capital Management fbq('track', 'Contact'); fbq('track', 'Schedule'); 0 Skip to Content Schedule Meeting Today Open Menu Close Menu Schedule Meeting Today Open Menu Close Menu Life Changes — Let’s Make Sure Your Finances Keep Up. Which Life Transition Are You Facing? Most of our clients are navigating one of three major financial shifts. Which one feels like you? Retirement Planning (Ages 60-75) Make confident decisions about income, Social Security, Medicare, and tax strategies before RMDs begin. Learn more Legacy Planning (Ages 75+) Simplify your finances, reduce estate taxes, and align your estate plan with your long-term financial goals. Learn more Financial Caregiving (Hopefully Never) Help your parents with their financial life - when it matters most. Learn more Clear Planning. Smart Investing. Lifelong Guidance. At Stonehearth Capital Management, we blend advanced financial consulting 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 Client Reviews ★★★★★ 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

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