WH Cornerstone Investments

Locations ›
MA ›
Kingston, MA ›
Financial Planner ›
WH Cornerstone Investments

Recommendations & Reviews

13 Tremont St
Kingston, MA 02364 (map)

About us

We are authentic, thoughtful, straight-shooters who provide the sound, visionary financial 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 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.

Hours of operation

Monday9:00AM - 5:00PM
Tuesday9:00AM - 5:00PM
Wednesday9:00AM - 5:00PM
Thursday9:00AM - 5:00PM
Friday9:00AM - 5:00PM

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2 recommendations and reviews from 2 people

Referral from February 12, 2017

Tyler H. asked:

Looking for recommendations on a Tax person as well as a financial advisor I can meet with and discuss goals etc. doesn't have to be the same person for both. Thanks for any recommendations.

Kate K. replied:
WH Cornerstone in Kingston. They are a great local financial team! https://www.facebook.com/WHCornerstone/

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Referral from November 16, 2016

Ashley S. asked:

Can anyone recommend a financial advisor?

Kate W. replied:
https://www.facebook.com/WHCornerstone/ Paula and Bill are awesome!

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