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 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.

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.

Name	Location	Years of experience
Paula Harris	Duxbury, MA	18
William Harris	Duxbury, MA	28
Nolan Melo	Duxbury, MA	1
Cody Wright	Duxbury, MA	1

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