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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-1998
- Office Locations
- 1
Office Locations
About WH Cornerstone Investments Inc.
WH Cornerstone is a Duxbury, MA-based RIA providing bespoke financial planning and ongoing money management for clients navigating major life transitions—widowhood, business sales, retirement, and legacy planning. The team builds flexible portfolios aligned to goals, risk tolerance, tax profile, and income needs, using vehicles such as ETFs and mutual funds. A differentiator is its Curve Ball Life Planning™ program focused on helping women prepare for and recover from life’s curve balls; custody includes Charles Schwab.
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Owner & Executives
PAULA SULLIVAN HARRIS
DIRECTOR, Financial Advisor, General Partner, Secretary
- CRD
- #5523691
- Ownership
- 50% but less than 75%
WILLIAM MARTIN HARRIS
Certified Financial Planner, Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #2737148
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nolan Jacob Melo
Financial Planner
- CRD
- #7998270
Cody Mitchell Wright
--
- CRD
- #8099563
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,013,404 | $508,940 |
| Non-Discretionary | $0 | -- |
| Total | $200,013,404 | $508,940 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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