You are:
looking for wealth management solutions with your whole life-and all its moving parts-in mind.
We are…
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.
We empower…
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
We believe…
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.
What happens when life throws you a curve ball?
Preparing for the unthinkable before or when it happens just got easier.
If you’re looking for a checklist of what to do before you or your spouse dies to prepare or how to rebuild your personal and financial life after the loss of a spouse, we have you covered.
WHC Chat
Our 2019 Summer Reading List
Click on the Summer Reading List to see the what the team at WH Cornerstone is diving into this...
July 18, 20190
Kevin Williams joins WH Cornerstone Investments
A new addition to WH Cornerstone Investments Meet Kevin Williams, CFP®, CPA Time may keep him from coaching every...
June 25, 2019
Paula Harris presents at NVNA and Hospice 2019 Estate Planning Seminars
Paula Harris is participating in… NVNA and Hospice 2019 Estate Planning Seminars You and a guest are invited to:...
April 23, 2019