Resources + Tools


From risk analysis to retirement checkups, we’ve got you covered. Check back often for additional tools for comprehensive and mindful wealth management.

WH Cornerstone Investments headquarters in MassachusettsSecure Client Portal

Access your secure client portal here.

Questions? Give us a call and we’re happy to walk you through the process.

Go to my client portal


ourapproachWhat’s your risk number?

Ready to make financial decisions from a place of knowledge and not fear?

Calculate your true risk tolerance by using this innovative scientific framework that happened to win the Nobel Prize for Economics.

What’s my RiskNumber™?


Get a retirement checkup.

Take our simple quiz to see how prepared you and your spouse are for retirement.