A complete list of active advisors currently associated with WH Cornerstone Investments Inc.

Warmer can help you find a great advisor at WH Cornerstone Investments Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at WH Cornerstone Investments Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.