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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.
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.
WHC Chat
Dawn Gorman joins WH Cornerstone Investments
A new addition to WH Cornerstone Investments Details don’t scare this former anti-crime council member. Meet Dawn Gorman: WH...
February 19, 20181Frozen Dead Guy Days: Is your estate plan updated?
As financial planners, our mind always wonders if the deceased had a good estate plan in place (a hazard...
January 30, 2018
Massachusetts estate tax hits the middle class
Massachusetts has an unexpected estate tax that’s catching lots of unsuspecting families. And you might be one of them....
January 4, 2018