Why HearthStone | Private Wealth Management?
HearthStone is a team of professionals dedicated to preserving your wealth and well-being.
Unlike banks, Wall Street brokerages, or insurance companies, we don’t have products on the shelf to sell or shackle you to. We help our clients make intelligent financial decisions that enhance their life, work, family and future. Our agenda is your agenda.
We’ve witnessed the wrong agenda and the conflicts "hidden" in fine print that serve the wrong agenda. We have a duty of loyalty to our clients first, it’s called the Fiduciary Duty. In 2006, Paul Hynes chose to be held to this higher standard because he knew it was a better way. The freedom to offer advice and solutions that clients need and deserve.
Doesn’t it make sense to only hire someone whose duty is to be loyal to you and your family?
If the advice you're getting isn't all about you,
then it probably isn't advice.