Investing

Financial planning tools
By Bill Harris, CFP on October 30, 2019
As we get further and further away from ever balancing a physical checkbook, a few people may hold on...
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Making a difference with ESG investing
By Bill Harris, CFP on October 8, 2019
Tanya is getting more and more interested in what is in the investment portfolio she inherited when Frank died....
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The widow’s penalty
By Bill Harris, CFP on September 29, 2019
There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples,...
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At WH Cornerstone Investments, we never stop learning!
By TeamWHC on September 19, 2019
Recently, the College for Financial Planningawarded Dawn Gorman, our Director of Customer Experience, the designation of Financial Paraplanner Qualified...
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Power of Attorney
By Bill Harris, CFP on April 8, 2019
Having a will is rarely enough. Life brings us too many unique situations that would not be resolved by...
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For over two decades, WH Cornerstone Investments, Inc. has helped build the wealth and secure the financial foundations for clients throughout the United States.

Our years in the industry have shown us many things. One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.

The death of a spouse, a divorce or even retirement can feel like insurmountable challenges. WH Cornerstone Investments, Inc. is there with a plan of action and a way to rebuild your financial (and personal) life. It’s truly our higher purpose.

Investing

Financial planning tools

Making a difference with ESG investing

The widow’s penalty

At WH Cornerstone Investments, we never stop learning!

Power of Attorney

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