Sep 18, 2024
WH Cornerstone Welcomes Associate Financial Planner: Nolan Melo
We are thrilled to introduce Nolan: our new Financial Planner at WH Cornerstone Investments!
Fiduciary Financial Advisors Serving South Shore, Cape Cod, And Surrounding Areas
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.
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.
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.
Aug 27, 2024
Understanding the Tax Implications of Inherited Assets
Whether you are building and protecting your wealth from scratch or had a head start from an inheritance, one of your top goals is to pass it smoothly and efficiently to your loved ones or chosen beneficiaries.
Jul 26, 2024
How to Transfer Assets After Death
When a loved one passes away, one of the more challenging tasks can be managing the transfer of assets. Knowing what to expect and understanding the process is invaluable, especially when you're likely still grieving the loss.
