looking for wealth management solutions with your whole life-and all its moving parts-in mind.
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
Money matters. As a Registered Investment Advisory firm (RIA), we’re beholden to no one but you. Our fees are transparent and there are no hidden costs or expenses.
Ready to make financial decisions from a place of knowledge and not fear?
Calculate your true risk tolerance by using this innovative scientific framework that happened to win the
Nobel Prize for Economics.
Massachusetts has an unexpected estate tax that’s catching lots of unsuspecting families. And you might be one of them....January 4, 2018
A new addition to WH Cornerstone Investments There are many words to describe David I. Shactman: lawyer, advisor, and...November 13, 2017
We see divorce as the biggest negative impact on finances for a couple. For women, the impact is bigger...October 30, 2017