HearthStone | Private Wealth Management is held to the highest standard of care—the Fiduciary standard.

Not all financial advisors are held to a fiduciary duty.

HearthStone is led by industry veterans who have a fiduciary responsibility to always put clients’ interests first. We embrace this duty as we help clients maintain their wealth and live out their best lives possible. 

“We care deeply about you, your family, your business, your future generation, and your legacy. We devote all of our knowledge, competency, integrity, and flexibility to helping you preserve your wealth and well-being.”
Paul Hynes, Founder

 

Meet the Team

Paul J. Hynes, CFP®

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

Wendy Wildey

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-sophisticated customer now demands...

Karen M. Clapp

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

Beth Misak

Vice President
I’ve been involved in the financial services industry in various capacities for decades. I've served as a financial analyst, professional fiduciary...

Grace Schlichter

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

Stephen R. Church

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

Shawna Bagalini

Client Service Associate
My role at HearthStone as a Client Service Associate is an ideal fit. I’ve always enjoyed working with people and helping to improve their quality of...