Bill Harris, CFP® / Financial Advisor in Duxbury, Massachusetts

WH Cornerstone Investments, LLC provides wealth management solutions with straight talk, real options, and thoughtful counsel designed to protect your financial foundation while building your long term wealth.

As a privately-held firm, we’re beholden to no one but you. Instead of collecting fees for selling proprietary products, we charge transparent fees for our services and counsel – a fee that varies with the range of services a client uses. There are no hidden costs or expenses. No hidden agendas either.

You can count on WH Cornerstone to orchestrate financial complexities to meet your lifelong goals. How? We conduct our own research, select only the best partners, participate in national conferences and study trends to ensure you have access to a full range of financial services.

Amazing results occur at the intersection of life planning and financial planning. Our actionable short-term plan gets your wallet and life plans in sync.

We’re not like everyone else. But neither are you.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Certified Financial Planner CFP ® CFP® Comprehensive Financial Planning Ed Slott Elite IRA Advisor Fee Based Investing Fiduciary Advisor Financial Advisor Financial Life Planning Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Women High Net Worth Planning Independent Investment Advisor Investment Management IRA Registered Investment Advisor Retirement Planning Rollover Of 401k Or IRA Roth IRA Strategic Tax Planning Wealth Management Women's Issues