Fiduciary Financial Advisors Serving South Shore, Cape Cod, And Surrounding Areas

Making choices alone can be overwhelming. We once made financial decisions together, and now I’m seeking a thinking partner. WH Cornerstone Investments empowers widows with their financial future.

Let Us Help You

As Featured In

View our latest articles, interviews, and podcasts in the press.

2025 Seaside Summer Soiree

Please join Paula and the Rise Up community for our annual Seaside Summer Soiree on Thursday, May 22nd in Duxbury!

We're looking forward to a wonderful evening of friendship and fellowship over cocktails, appetizers, and desserts.

We hope to see you! Please RSVP to let us know you're coming.

Learn More & RSVP

Low Tech Love: The Power of a Handwritten Note

At WH Cornerstone, we understand that losing your spouse is a time of feeling lost. While financial guidance is vital, emotional connection plays an equally important role. A handwritten note becomes more than a kind gesture — it’s a reminder of humanity, love, and hope.

In her TEDx talk, Paula Harris encourages you to take a moment to write to someone in your life who could use encouragement. Your words might just be the light they need.

Learn more

Financial Planning

What can you expect from us? Beginning with a no-pressure discovery meeting for us to get to know each other, we then hand craft a bespoke plan, carefully taking into consideration each aspect of your life so that you can spend your days how you want. Conducting a thorough five step process, we are able to identify and capture your unique goals and dreams.

Let's navigate your next steps

Money Management

You work hard and want your wealth to be cared for. As a Registered Investment Advisory firm (RIA), our fiduciary duty and legal obligation is to put your interests first, which means you won’t run into hidden costs, expenses, or agendas. Our solutions are customized for your life, with all its moving parts in mind. By creating flexible, hand-crafted plans that are based upon your investment goals, risk tolerance, time horizon, tax profile, and income needs, we act as your board of directors, as well as your thinking partners.

No Hidden Fees. No Hidden Agendas.

Curve Ball Life Planning™

You want to be a financially confident woman, but you might feel your financial future is uncertain. That’s why we created Curve Ball Life Planning™: to empower you to live life from a position of knowledge and power, rather than fear and ignorance. Being prepared does not mean expecting that something bad or fatal is going to happen, but rather being ready if it does. Whether you’ve just experienced one of life’s curve balls or you’re preparing yourself for a worst-case scenario, we’re here to help.

You Need a Trusted Financial Guide

Navigate Your New Normal

Feeling overwhelmed and unsure of how to handle financial matters without your partner?

WH Cornerstone’s four decades of experience helps clients make financial decisions from a place of certainty, not fear.

Apr 28, 2025

Multi-Generational Wealth and Building the Foundation

Building and sustaining multi-generational wealth takes more than financial assets—it requires intentional legacy planning, clear family governance, and ongoing financial literacy. In this post, explore proven wealth transfer strategies that help families preserve values, avoid the “shirtsleeves to shirtsleeves” pattern, and create a legacy that lasts. Discover how thoughtful communication and purposeful planning can empower future generations.

Mar 24, 2025

Why a Financial Planner Is Your Trusted Partner for Life’s Biggest Milestones

What happens when you've worked tirelessly to build wealth, only to face a sudden health crisis or a family conflict? Navigating life's financial complexities doesn't have to be done alone. What if your financial planner wasn't just a money manager but was also your most valuable thinking partner?

Mar 11, 2025

Estate Planning & the Frozen Dead Guy: A Cautionary Tale

As financial planners, our mind always wonders if the deceased had a good estate plan in place (a hazard of the job, we guess). More importantly, are their estate plans being carried out as directed. Was it Bredo Morstøl’s final wish to be packed in ice, shipped to the United States and cryogenically frozen?