Fiduciary Financial Advisors Serving South Shore, Cape Cod, And Surrounding Areas

Making choices alone can be overwhelming. We once made financial decisions together, and now I’m seeking a thinking partner. WH Cornerstone Investments empowers widows with their financial future.

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Rise Up Together: Annual Widows Valentine's Day Luncheon

Friday, February 14, 2025

Join Paula Harris of WH Cornerstone for an afternoon of connection and healing — honoring our departed loved ones, engaging in meaningful discussions, and strengthening our bonds within the Rise Up community.

Learn more & RSVP


Low Tech Love: The Power of a Handwritten Note

At WH Cornerstone, we understand that losing your spouse is a time of feeling lost. While financial guidance is vital, emotional connection plays an equally important role. A handwritten note becomes more than a kind gesture — it’s a reminder of humanity, love, and hope.

In her TEDx talk, Paula Harris encourages you to take a moment to write to someone in your life who could use encouragement. Your words might just be the light they need.

Learn more



Financial Planning

What can you expect from us? Beginning with a no-pressure discovery meeting for us to get to know each other, we then hand craft a bespoke plan, carefully taking into consideration each aspect of your life so that you can spend your days how you want. Conducting a thorough five step process, we are able to identify and capture your unique goals and dreams.

Let's navigate your next steps

Money Management

You work hard and want your wealth to be cared for. As a Registered Investment Advisory firm (RIA), our fiduciary duty and legal obligation is to put your interests first, which means you won’t run into hidden costs, expenses, or agendas. Our solutions are customized for your life, with all its moving parts in mind. By creating flexible, hand-crafted plans that are based upon your investment goals, risk tolerance, time horizon, tax profile, and income needs, we act as your board of directors, as well as your thinking partners.

No Hidden Fees. No Hidden Agendas.

Curve Ball Life Planning™

You want to be a financially confident woman, but you might feel your financial future is uncertain. That’s why we created Curve Ball Life Planning™: to empower you to live life from a position of knowledge and power, rather than fear and ignorance. Being prepared does not mean expecting that something bad or fatal is going to happen, but rather being ready if it does. Whether you’ve just experienced one of life’s curve balls or you’re preparing yourself for a worst-case scenario, we’re here to help.

You Need a Trusted Financial Guide

Navigate Your New Normal


Feeling overwhelmed and unsure of how to handle financial matters without your partner?

WH Cornerstone’s four decades of experience helps clients make financial decisions from a place of certainty, not fear.

Image for Repeal of WEP and GPO: Bringing Hope and Financial Relief to Widows

Jan 16, 2025

Repeal of WEP and GPO: Bringing Hope and Financial Relief to Widows

The repeal of the Social Security Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), marking a monumental change for countless Americans who rely on Social Security benefits, particularly widows. Here's how.

Image for Philanthropic Options: Making the most of your charitable giving

Jan 1, 2025

Philanthropic Options: Making the most of your charitable giving

For some, philanthropy means good works that help others or society, whether as a one-off gesture or part of legacy building. For others, such generosity provides vital tax breaks. And for many, it means both.

Image for Low Tech Love: The Power of a Handwritten Note

Dec 26, 2024

Low Tech Love: The Power of a Handwritten Note

In this TEDx Talk, Low Tech Love: The Power of a Handwritten Note, Paula Harris, Author, Speaker, and Co-founder of WH Cornerstone Investments, explores how we can bring real connection back to communications that have defaulted to digital.

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