Join us in saying thank you and good luck to David Shactman who has been a financial advisor with us the last 1.5 years.
David retired on March 31, in order to enjoy more time with his wife Nancy, travel, and continue to enjoy all that Cape Cod has to offer. David has been a wonderful friend and colleague to us. We will miss his wise counsel and very witty sense of humor. Now we will be able to enjoy his company more on a social basis.
We are excited to welcome many of David's relationships who have become clients of WH Cornerstone. Thank you for your trust!
Want to learn more about estate planning? Then you are invited to learn and share a meal at one of these presentations in May where Paula will be speaking:
It's spring! As you get your gardens in order, be sure your "financial house" is in order this spring too. If you need a "financial gardener", we are here to help.
Understanding the Massachusetts income tax rules and your IRA
For more Cornerstone Quick Clips visit our Youtube channel here.
In the media...on the blog
We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.
INVESTORS, PLANS AND MONEY: Tax planning and the mystery of the disappearing tax refund 8 financial products most people should avoid
Old Colony Memorial, March 2019 View…
Bill Harris quoted in: 8 financial products most people should avoid
Wallet Hacks, March 11, 2019 View…
Bill Harris quoted in: Are you young and in a low tax bracket? Here are 3 reasons you should get a Roth IRA
USA Today, February 27, 2019 View…
INVESTORS, PLANS AND MONEY: The toughest talk
Old Colony Memorial, February 2019 View…
We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth.
We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.
We have several decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.
We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.
We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.
