WH Cornerstone Investments Inc.

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Client assets under management

$195,091,322

Clients

145

33% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,345,457

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$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

Other

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 location

WH Cornerstone Investments Inc.

11 Washington Street

Duxbury MA 02332, United States

Number of offices

Most active in

Florida · Massachusetts · New Hampshire · New York

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (888) 797-9009

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)

William H

CFP®, Series 63, Series 65

Duxbury, MA

WH Cornerstone Investments Inc.

William Harris is a CFP® with 27 years of industry experience, currently serving as an advisor at WH Cornerstone Investments Inc., where he has worked since 1998. He is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis. 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 discretionary portfolio management across a range of securities and investment vehicles. The firm employs a holistic planning process and combines fundamental, technical, and cyclical analysis to develop customized asset allocations and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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