The quality of your life and future drive us. We dedicate our work to helping clients make intelligent financial decisions that enhance their life, their work, their families, and their future.

President, CEO, and Founder

As President, CEO, and Founder of HearthStone | Private Wealth Management, I’m dedicated to making financial security as...

Director of Fiduciary Services
Chief Compliance Officer

In the years since I entered the financial and investment world, I have seen it undergo massive change. The ever...

Vice President

I’ve enjoyed working in the financial services industry for decades, assisting clients with retirement, estate and...

Vice President

I’ve been involved in the financial services industry in various capacities for decades. I've served as a financial...

Vice President

I have worked in the financial services industry for most of my career. During my tenure with Charles Schwab, I worked...

Associate Portfolio Manager

I’ve enjoyed working in the financial services industry for the past seven years, and am pleased to serve as an...

Client Services Associate

I truly enjoy being accessible to clients and assisting them through any process with ease and understanding. At...

Our Services

 

Investment Management

HearthStone provides custom portfolio management for affluent families, executives, business owners, physicians, trustees and professional fiduciaries. Portfolios are designed around an investment policy that reflects the client’s objectives, income needs, and financial goals. A third-party...
 

Financial Planning

Financial Planning is a defining service, led by Paul Hynes, a Certified Financial Planner (CFP). HearthStone’s custom financial plans address a breadth of considerations about clients’ financial futures. These range from income and cash flow analysis, college savings and retirement, to lifestyle...

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Latest Blog Articles

By Paul Hynes, CFP® February 2020 Both Exchange Traded Funds (ETFs) and mutual funds are a type of investment structured to own a “basket” of other investments. Each has different features. One structure is not substantially better or worse than the other. Each investment tool should be evaluated for its own merits, not simply because of the structure of the “basket.” To help you better understand them, let’s compare some of the fundamental similarities and...
By Paul Hynes, CFP® January 2020 The SECURE Act of 2019 passed with bi-partisan support and was signed into law by President Trump. The name of the Act comes from the long version called Setting Every Community Up for Retirement Enhancement. It contains 29 separate provisions, but here are five things that you should know about immediately. You can delay your Required Minimum Distributions (RMDs) if you weren’t already 70½ in 2019. If eligible, the...
By Paul Hynes, CFP® December 2019 As we approach 2020, it’s important to be aware of both the obvious and less-obvious steps we can take to improve life for ourselves and others. In the past, we’ve composed a year-end list of 12 things to do before December 31st. These items are still valid and worth checking out. This year, however, we’re listing five things you may not have thought about yet that you may want...