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 provides financial planning, consulting, and investment and wealth management to individuals (including high‑net‑worth clients) and related accounts, and also serves trusts, estates, pension and corporate clients. The firm manages roughly $200 million in discretionary assets and offers both discretionary and non‑discretionary portfolio management.
WH Cornerstone begins client relationships with a holistic assessment to develop customized, adaptable plans and to match asset allocation to each client’s objectives and risk tolerance. Portfolios are typically constructed from mutual funds, ETFs and individual debt and equity securities (and, when appropriate, the investment options within variable annuities, employer‑sponsored plans and 529 accounts), with analysis that can include fundamental, cyclical and technical methods and quarterly account reviews.
What sets the firm apart from many peers is its provision of educational seminars for groups on investments and personal finance — sometimes on a pro bono basis — an offering relatively uncommon among team firms. The firm also notes that its principals are licensed to sell insurance and may receive separate commissions for such sales, and it routinely advises on assets held outside a client’s primary custodian, which can affect implementation and custody arrangements.
Client services
Expertise
Fee options
$0 - $499,999: 1.65% annually with a minimum annual fee of $3,000 $500,000 - $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
Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,000 for accounts under $500,000 Fee-only: Financial planning and consulting fees ranging from $500 to $30,000 for fixed fees; ongoing financial planning fees from $100 to $12,000 annually
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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 Series 65–licensed advisor with 17 years of industry experience. She has been with WH Cornerstone Investments LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars, workshops, and retreats focused on success and empowerment. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts such as trusts and retirement plans, offering financial planning, consulting, and investment management services. The firm manages approximately $181 million in assets and uses a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor asset allocations and investment advice.
Cody W
Series 65
Duxbury, MA
WH Cornerstone Investments Inc.
Cody Wright is a financial advisor at WH Cornerstone Investments Inc. with a Series 65 designation and one year of industry experience. Prior to joining WH Cornerstone, he worked at Mass General Brigham and Massachusetts General Hospital, as well as Eye Health Services. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts by providing financial planning, consulting, and investment and wealth management services. The firm manages approximately $181 million in client assets and employs a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor investment strategies.
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. He holds a Series 65 designation and previously worked at ALCOR Scientific and Turner Construction Company. WH Cornerstone Investments serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and investment and wealth management services. The firm manages approximately $181 million in client assets and employs a holistic planning process combined with fundamental, technical, and cyclical analysis to develop customized investment strategies.
William H
CFP®, Series 63, Series 65
Duxbury, MA
WH Cornerstone Investments Inc.
William Harris is a CFP® professional with 28 years of industry experience, currently serving at WH Cornerstone Investments Inc. since 1998. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, able to recommend insurance products on a commission basis. WH Cornerstone Investments provides financial planning, consulting, and investment and wealth management services to individuals, trusts, estates, pension, and corporate clients. The firm manages approximately $200 million in discretionary assets and offers both discretionary and non-discretionary portfolio management, with a focus on customized, adaptable plans and regular account reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")