Grab your copy of Rise Up: A Widow's Journal: A place to gather and reflect on your journey by Paula Harris. Our four decades of experience means you can make financial decisions from a place of certainty, not fear. W.H. Cornerstone Investments Inc. ("WH Cornerstone") is registered as an Investment Adviser with the U.S. Securities and Exchange Commission.
Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Services
The death of a spouse, a divorce or even retirement can feel like insurmountable challenges. WH Cornerstone Investments, Inc. has helped build the wealth and secure the financial foundations for clients throughout the United States. Our four decades of experience means we are there with a plan of action and a way to rebuild your financial (and personal) life.
Preparing for the unthinkable before it happens is one of the greatest gifts you can give your loved ones. Download our free PREPARE guide and be subscribed to our financially empowering monthly newsletter. We are fee for service, which means we are paid solely by our clients for the financial plan we provide rather than a commission or transaction fee from a third party.
As a Registered Investment Advisory firm (RIA), we have a legal obligation to put your interests first. We do our own in-house research and leverage many well known, respected money managers, and independent research companies. Is your money offering you the best life possible? Using the exclusive Return on Life index, you can recalibrate how you're managing your wealth to give you the ultimate return.
That's why we created Curve Ball Life Planning: to empower widows to live life from a position of knowledge and power, rather than fear and ignorance. First, we exhale, make a cup of tea, and address your most pressing questions - financial and otherwise. We will be the second set of eyes on your situation to help you see what is going right and where we can help.
That's why we created Second Act Retirement Coaching: a service to help you discover what is truly important and how you'll achieve it during your second act. The ultimate goal of your money is to live the best life possible with the money you have in your second act. You've worked hard in your accumulation years.
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