Point the way – we’ll help you get there.

WH Cornerstone Investments, LLC provides wealth management solutions with straight talk, real options, and thoughtful counsel designed to protect your financial foundation while building your long term wealth.

Here’s how:


As a privately-held firm, we’re beholden to no one but you. Instead of collecting fees for selling proprietary products, we charge transparent fees for our services and counsel – a fee that varies with the range of services a client uses. There are no hidden costs or expenses. No hidden agendas either.

Access to Knowledge

You can count on WH Cornerstone to orchestrate financial complexities to meet your lifelong goals. How? We conduct our own research, select only the best partners, participate in national conferences and study trends to ensure you have access to a full range of financial services.

Unique Process

Amazing results occur at the intersection of life planning and financial planning. Our actionable short-term plan gets your wallet and life plans in sync.

We’re not like everyone else. But neither are you.

If you believe your future is greater than your past, let us help you get there.

Our Latest Blog Posts

Kickstarter & Cheese

Want to feel inspired? Visit Kickstarter to learn about all of the ambitious, innovative, and imaginative projects that are brought to life through the direct support of others. Kickstarter is a new way to fund creative projects. It is an online funding platform for everything from films, games, and music to art, design, and technology. Each […]

Quiet the Mind, Body & Write!

“Quieting your life is the key to your writing,” said instructor Eric Maisel at the end of the workshop. A group of about two-dozen writers gathered this past week at Kripalu in Stockbridge, MA, to participate in a Deep Writing Workshop. I was one of them. Kripalu is a very special place for me. It’s […]

She Did It!

Recently, I gathered at Babson College with a hundred fabulous women for a conference geared for women. A group called BetterAfter50.com put on the conference. The event, SHE DID IT, helps women in their mid-forties and up to figure out the answer to: “What now? What next?” The conference was filled with a range of […]
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