Jul 24, 2025
First Time’s a Charm: Nolan’s Big Catch in Plymouth Harbor
Nolan's first fishing trip with WH Cornerstone turned into the biggest catch of the day—and a meaningful family meal. A story of teamwork, joy, and connection.
Fiduciary Financial Advisors Serving South Shore, Cape Cod, and Surrounding Areas
Financial transitions are full of unknowns. Whether you're navigating widowhood, preparing to sell a business, or planning for the next generation, we're here to help you move forward with clarity and confidence.
Low Tech Love: The Power of a Handwritten Note
At WH Cornerstone, we understand that losing your spouse is a time of feeling lost. While financial guidance is vital, emotional connection plays an equally important role. A handwritten note becomes more than a kind gesture — it’s a reminder of humanity, love, and hope.
In her TEDx talk, Paula Harris encourages you to take a moment to write to someone in your life who could use encouragement. Your words might just be the light they need.
Financial Planning
What can you expect from us? Beginning with a no-pressure discovery meeting for us to get to know each other, we then hand craft a bespoke plan, carefully taking into consideration each aspect of your life so that you can spend your days how you want. Conducting a thorough five step process, we are able to identify and capture your unique goals and dreams.
Money Management
You work hard and want your wealth to be cared for. As a Registered Investment Advisory firm (RIA), our fiduciary duty and legal obligation is to put your interests first, which means you won’t run into hidden costs, expenses, or agendas. Our solutions are customized for your life, with all its moving parts in mind. By creating flexible, hand-crafted plans that are based upon your investment goals, risk tolerance, time horizon, tax profile, and income needs, we act as your board of directors, as well as your thinking partners.
Curve Ball Life Planning™
You want to be a financially confident woman, but you might feel your financial future is uncertain. That’s why we created Curve Ball Life Planning™: to empower you to live life from a position of knowledge and power, rather than fear and ignorance. Being prepared does not mean expecting that something bad or fatal is going to happen, but rather being ready if it does. Whether you’ve just experienced one of life’s curve balls or you’re preparing yourself for a worst-case scenario, we’re here to help.
Big Decisions Deserve Clear Thinking
At WH Cornerstone, our clients navigate life’s financial turning points with clarity and confidence.
With decades of experience, we bring clarity to complexity—so you can move forward with confidence and purpose.
Jul 14, 2025
Don’t Let the 5 D’s Derail Your Business: Exit Planning That Works
Learn how the "5 D's"—Divorce, Disagreement, Disability, Distress, and Death—can threaten your business, and how strategic exit planning protects your legacy and ensures business continuity. Discover actionable steps from a CEPA®-certified advisor.
Jun 17, 2025
WH Cornerstone’s 2025 Summer Reading List
With summer in full swing, it’s time to start crossing some of those books off of your summer reading list. If you’ve been searching for your next good book, look no further than our selection of summer reading recommendations, compiled by your WH Cornerstone team. Happy reading!
