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.
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.
Paula Harris is participating in… NVNA and Hospice 2019 Estate Planning Seminars You and a guest are invited to:...April 23, 2019
A new addition to WH Cornerstone Investments Meet Griffin Brayer: WH Cornerstone Investments’ intern Griffin graduated from Duxbury High...March 22, 2019
Romantic holidays, such as Valentine’s Day, are especially hard for widows. Holidays are often a challenging time for people...January 26, 2019