About

One thing we know for sure is life throws many curve balls.

The death of a spouse, a divorce, the sale of your business or even retirement can feel like insurmountable challenges.

WH Cornerstone Investments has helped build the wealth and secure the financial foundations for clients throughout the United States.

Our four decades of experience means we are there with a plan of action and a way to rebuild your financial (and personal) life. It’s truly our higher purpose.

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.

Image of Dawn Gorman

Dawn Gorman FPQP

Director of Client Services

Image of Alison Donovan

Alison Donovan

Executive Assistant & Office Manager

Image of Nolan Melo

Nolan Melo

Associate Financial Planner



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