About Us

 

About Us

 

 

We’re not like everyone else…

Our approach is innovative. Our firm is boutique. Our team is outstanding. See why we have the most loyal clients around.


Paula Harris

paulaIt’s not often you meet a financial advisor who is also an accomplished cheesemaker, yogi, local hero and wonder woman*. But those are just some of the many reasons why we’re not like everyone else.

As WH Cornerstone’s co-founder, Paula Harris is part financial therapist and part dream architect who takes great pride in helping her clients, particularly women, obtain financial peace of mind and independence.

In her “past life”, Paula established Campus Recruiting programs at Walker Digital (founding company of Priceline.com) and First USA, Bank One’s credit card division, now Chase and served as Director of Recruiting and HR for Braxton Associates, a division of Deloitte Consulting in Boston. You can also add opening Bain & Company’s Dallas office as one of the many places she’s left her footprint.

Today, whether she’s in her role as co-founder at WH Cornerstone Investments or having served on the board of several area organizations (Plymouth Philharmonic Orchestra (Past President), 2012 Chairman of the Board for the South Shore Chamber of Commerce, a past President of the Duxbury Free Library INC board and a former elected Trustee for the Duxbury Free Library…just to name a few!), Paula is assisting people in the life planning that goes hand-in-hand with financial planning.

As a trusted advisor in many facets of life, Paula has shared her time and talents with her community by serving as an active participant in Duxbury Town Committees (Open Space, Economic Advisory, Chief of Police Citizens Screening).

Paula is a member of the Community Garden Club of Duxbury, Holy Family Parish, Plymouth Yacht Club, a trustee of NVNA and Hospice and an advisory board member of empowerHER.

A graduate of Providence College. Paula lives in Plymouth and the Berkshires with her husband, Bill Harris.

Intrigued? Who knew? Paula also…

  • tries to live by the Girl Scout Promise & Law everyday
  • was “Queen for a Day” in the Barnum & Bailey Circus
  • caught a pig in a pig scramble
  • made her first hole-in-one the summer of 2010
  • is a Francis Ouimet scholar
  • won at “the Wheel” during Tony Robbins program–Date with Destiny
  • has been to Kripalu about 20 times

William M. Harris, CFP®

billEven when markets are volatile, there is one person you can count on for staying the course: Bill Harris. As a Certified Financial Planner™ Practitioner, an Ed Slott Elite IRA Advisor and a President of the Financial Planning Association (FPA), Bill’s knowledge and expertise optimizes our client’s financial resources to help them achieve their dreams in the calm and the storm. How? Bill’s experience in the financial sector began over 25 years ago. In his former roles, Bill worked for State Street Global Advisors and in the custodial field for State Street Bank with numerous mutual fund companies, fund managers and investment advisors as an account manager in domestic and international operations.

When he co-founded WH Cornerstone Investments in 1996, he knew it would be with the following goals in mind:

  • A philosophy of independent investing and research
  • A focus on best of breed money management with boutique options seeking the best return on client’s investments
  • A commitment to client satisfaction and education

To support his vision, Bill lectures frequently on financial planning topics, has a syndicated monthly newspaper column INVESTORS, PLANS AND MONEY and is a columnist for the Journal of Financial Planning. Bill is often tapped by the media and has appeared in several books for his thoughts on financial topics ranging from portfolio diversification to real estate.

His knowledge is known throughout the community, where he started the webinar education series for the Financial Planning Association of Massachusetts and is currently the President. Bill is a former member of the Finance Committee for the Town of Duxbury and the South Shore Workforce Investment Board (SSWIB). In 2010, Bill was elected to serve as a Commissioner on the Plymouth County Charter Commission.

Bill has an MBA from Suffolk University and a BS in Management from Daniel Webster College. An avid fisherman, he is Treasurer of the Plymouth Yacht Club and chases, captures and collects fish around the bay in his Duxbury Dory. Bill lives in Plymouth and the Berkshires with his wife, Paula Harris.

He still has a few tricks up his sleeve…Who knew? Bill also…

  • has been 20 ft from a grizzly bear while fishing Contact Creek at Katmai National Park, Alaska
  • has been on Air Force One—twice
  • has had lunch with Rudy Giuliani, Colin Powell and Janet Yellen
  • flew aerobatic planes
  • was Boston’s middleweight wrestling champion
  • was a Boston Park Ranger
  • was an audience member for the Rex Trailer Boomtown TV show

Here is our firm’s Disclosure Brochure.