WH CORNERSTONE INVESTMENTS INC.
SEC RegisteredFiduciary Financial Advisors Serving South Shore, Cape Cod, and Surrounding Areas
About the firm
At WH Cornerstone, we help you make thoughtful financial decisions through coordinated investment management, proactive tax strategy, retirement planning, and legacy guidance. As an investment advisory firm, 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.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Coordinated investment management, proactive tax strategy, retirement planning, legacy guidance, financial planning, money management, and Curve Ball Life Planning™ for those preparing for or experiencing major life changes.
Who they serve
Clients navigating life's financial turning points, including women seeking financial confidence and those who have experienced loss of a spouse or other life transitions, in the South Shore, Cape Cod, and surrounding areas.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 97 | $47M |
| High Net Worth Individuals | 48 | $148M |
| Charitable Organizations | 3 | $4.9M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Household assets <$500,000 | 1.65% |
| First $3,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $5,000,000 | 0.60% |
| Next $10,000,000 | 0.50% |
| Amounts above $20,000,000 | 0.00% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WH CORNERSTONE INVESTMENTS INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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