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 Service Associate

My role at HearthStone as a Client Service Associate is an ideal fit.  I’ve always enjoyed working with people and...

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...

How can we help?

Find out how we can help you reach your financial freedom.

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Latest Blog Articles

Lately I’m being asked more and more, “What do you think will happen to the stock market if [enter presidential candidate name] wins in November?” My answer often comes in the form of a question: “What do you think will happen?”
The CARES Act (Coronavirus Aid, Relief, and Economic Security), signed into law in March of this year, includes provisions designed to provide relief to U.S. taxpayers. Among them is one that allows retirees to forgo taking Required Minimum Distributions, or RMDs, from…