Invested Better
Invested Better

Joseph Gauvin

VerifiedPremier Advisor

Premier Advisor

Stonehearth Capital Management

Specializations
Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals

About Joseph Gauvin

I joined Stonehearth Capital in May of 2022 with over a decade of experience in the industry. Although I grew up in the South Shore, when it came to college I opted for a change of scenery and warmer weather, attending the University of Tennessee.

After graduation, I moved back home and began my career in wealth management. My experience working in both large and small firms has allowed me to work with many different families and diverse backgrounds. During the past 10+ years, I gained an extensive background in personal wealth management and retirement planning in addition to becoming a Certified Financial Planner (CFP®) and obtaining my MBA.

I now reside in Dedham, with my wife Julie, two children (daughter, Zuzu, and son, JJ), and our dog, Smokey. In my spare time, when I am not rooting for my Tennessee Vols and New England Sports teams, you will find me on the local golf courses, playing hockey, or spending quality time outdoors with my family.

Firm Information

Joseph Gauvin is currently registered with Stonehearth Capital Management. Stonehearth Capital Management, based in Danvers, MA, is an investment advisor with a focus on providing financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $325 million in assets for 1,342 clients. They offer a wrap fee program and are registered with the SEC.
Stonehearth Capital Management

100 CONIFER HILL DRIVE, UNIT 105

DANVERS, MA 01923

$325.13M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Joseph Gauvin’s Registration & Firm History

MA

08/05/2022 - Present

Stonehearth Capital Management (DANVERS MA)

MA

01/05/2021 - 01/19/2022

GW & WADE ASSET MANAGEMENT COMPANY, LLC (Needham MA)

MA

01/08/2015 - 01/04/2021

COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)

Licenses & Designations

BOTH

Issued 06/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2024

Series 24 - General Securities Principal Examination

BC

Issued 06/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Gauvin.