OUR SERVICES

The work we do

We are not like everyone else and neither are you. At WH Cornerstone, we are passionate about empowering widows with their financial future. From money management and financial planning, to Curve Ball Life Planning™ and Second Act Retirement Coaching™, we cover all your bases, including a hug or a cup of hot tea when they are needed.

We’re not just financial planners, we’re dream architects. We know that financial planning is not just about the numbers: it’s a strategic plan for your life. Throughout our five step process, we take the time to genuinely understand your financial situation, your instincts, your goals and your dreams in order to provide you with comprehensive wealth management services.

Our approach to investing is always to keep the big picture in mind while taking actionable steps to maximize returns and provide downside protection against market volatility. In addition to being hard wired to minimize your taxes, we are disciplined and long-term focused investors in all markets, resulting in enduring client portfolios.

We understand that, while no two clients are exactly alike, each client is entrusting us with the distinguished task of managing their life savings—a responsibility we don’t take lightly. Are you looking for a customized investment strategy that takes tax planning into consideration? A retirement plan including withdrawal strategy and timing of taking social security? Are you looking for a financial plan that covers all your bases including business succession, legacy planning, and wealth transfer strategies?

Regardless of the services you need, our customized plans are designed to evolve with you through each twist and turn. With four decades of experience, we are prepared to be by your side every step of the way. Learn more about our services.

How can we help you?