WH Cornerstone Investments Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$195,091,322
Clients
145
Advisors
4
of 6 employees
About
WH Cornerstone Investments Inc. provides financial planning, consulting, and investment and wealth management services to individuals and related accounts, including high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages roughly $200 million on a discretionary basis for about 145 clients and offers both discretionary and non-discretionary portfolio management.
WH Cornerstone begins client relationships with a holistic assessment to develop comprehensive, individualized plans and revisits those plans as client circumstances and objectives evolve. Portfolios are constructed primarily using mutual funds, ETFs and individual debt and equity securities, and the firm employs technical, cyclical and fundamental analysis while conducting account reviews at least quarterly.
Compared with many peers, WH Cornerstone offers educational seminars on personal finance and investments (including occasional pro bono sessions) as a regular part of its outreach. The firm also documents use of option-based covered call strategies for certain clients and routinely advises on or manages assets held in variable annuities, employer-sponsored retirement plans and 529 accounts that are maintained outside a client’s primary custodian.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $30,000 depending on complexity, due at completion; fees negotiable
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable
Financial planning consulting fees may be negotiated; ranges from $100 to $12,000 annually for ongoing consulting; general hourly rates not explicitly stated but fees are negotiable
Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,000 for accounts with total household assets below $500,000
Main office
11 Washington Street
Duxbury MA 02332
Advisors at this office
4
Most active in
Florida · Massachusetts · New Hampshire · New York
Also doing business as
W.H. Cornerstone Investments Inc. · W.H. Cornerstone Investments, Inc. · W.H. Cornerstone Investments, LLC · Wh Cornerstone Investment, LLC · Wh Cornerstone Investments Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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.
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