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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About us

At WH Cornerstone Investments, we believe that financial planning is more than just crunching numbers; it’s about empowering our clients to navigate life’s unexpected curve balls with confidence.

Whether it’s coping with the loss of a loved one, navigating the complexities of divorce, orchestrating the successful sale of a business, or embarking on a well-deserved retirement, WH Cornerstone Investments is dedicated to helping clients conquer seemingly insurmountable challenges.

With a track record spanning four decades, we have partnered with our clients to craft customized, strategic plans that not only build wealth but also establish a solid financial foundation for the future.


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.

What happens when life throws you a curve ball?

Be prepared by downloading our free Curve Ball Life Planning™ playbooks.

Our Curve Ball Life Planning™ PREPARE workbook helps organize your financial and personal life, since they are so intertwined.  Use this workbook to centralize your data, so you always have it at a moment’s notice. 

Your spouse has died, and it hurts. A lot. We offer our  Curve Ball Life Planning™ REBUILD workbook to help you gather critical information during this difficult time in your life. Click below to download for free.

We created this checklist to help you navigate through the items that need to be addressed in the days, weeks, and month following your loss. Click below to download for free.

Sharing later-life wishes can bring tremendous benefits to all involved. However, it’s not a process undertaken easily. Use our Curve Ball Life Planning™ Sharing Later-Life Wishes workbook to navigate these tough conversations.


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