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Paula H

Series 65

Duxbury, MA

WH Cornerstone Investments Inc.

Paula Harris is a financial advisor at WH Cornerstone Investments Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with W. H. Cornerstone Investments, LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars and workshops focused on personal and professional development. WH Cornerstone Investments Inc. offers financial planning, consulting, and investment management services to individuals and related accounts, including high net worth clients and various types of trusts and business entities. The firm employs a comprehensive, individualized approach to portfolio construction and provides educational seminars on personal finance and investments as part of its regular client outreach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Cody W

Series 65

Duxbury, MA

WH Cornerstone Investments Inc.

Cody Wright is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Mass General Brigham and Massachusetts General Hospital. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment management services to a variety of clients, including high net worth individuals and institutional accounts. The firm emphasizes a holistic and individualized approach to client relationships and uses a combination of mutual funds, ETFs, and individual securities in portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Nolan M

Series 65

Duxbury, MA

WH Cornerstone Investments Inc.

Nolan Melo is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining WH Cornerstone Investments, he worked at ALCOR Scientific and held various roles at Providence College and Turner Construction Company. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment and wealth management services to individuals and related accounts, including high net worth clients and institutional clients. The firm employs a holistic approach to develop individualized plans and uses a combination of mutual funds, ETFs, and individual securities, incorporating technical, cyclical, and fundamental analysis in portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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William H

CFP®, Series 63, Series 65

Duxbury, MA

WH Cornerstone Investments Inc.

William Harris is a CFP® with 28 years of experience in the financial industry. He has been with WH Cornerstone Investments Inc. since 1998. Harris is also a licensed insurance agent and may recommend certain insurance products on a commission basis. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment management services to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm manages approximately $200 million on a discretionary basis and employs a client-focused approach that combines technical, cyclical, and fundamental analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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