AUGUST 2019  |  ISSUE 190
Art Biz
Welcome Friend!
As summer winds down (the official last day being September 21st) and the kids head back to school, we start to refocus on getting things done. We have been busy getting our calendars filled with client appointments, fall conferences and meetings with key contacts. You?

We are excited to share that our own Paula Harris will be a panelist at the upcoming South Shore Conference for Women on October 10th (VIP reception) and October 11th (conference). Tickets are on sale. We hope to see many of you there. It's sure to be an energizing day.

We published our annual WHC Summer Reading List in the last issue. We have created two more lists:  WHC Podcast list and WHC Binge Worthy TV list. Enjoy! We are always looking for some inspiration, so share what you are reading, watching or listening to on our Facebook page or respond to this email. 

What one thing can you accomplish this coming month that will really "move the needle" in your forward progress? Write it down and take one action step to achieve it. If we can be of service, please reach out and let us know. We love fostering success! Have a great Labor Day weekend. 


p.s.  In case you missed our last newsletter and big announcement click here

p.p.s.  2 spots left for the Rise Up (Re)treat November 8-10 at The Wequassett Resort on Pleasant Bay, Cape Cod. Early bird soon ends 8/31!

Time to share. Create a Buzz.

Miramar Retreat Center in Duxbury is a very special place of reflection. We are proud to be a part of this event professionally and personally. Won't you join us? Purchase tickets here. Learn more about Miramar
Saying "I do" again?
It can get messy so here's how you should protect your money.
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Mourning the loss of a loved one
The messy, complicated truth about grief. 
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How to become financially independent
8 key insights to becoming financially independent
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Planning on retiring abroad
Everything to consider, and then some, about retiring outside the US.
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From Bill's Corner


What to expect in a first meeting with us at WH Cornerstone

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.
Ghost of Me Mural
INVESTORS, PLANS AND MONEY: Reverse mortgages. Seeing them with different eyes
Old Colony Memorial, July 2019 View…

INVESTORS, PLANS AND MONEY: Books to brighten your summer
Old Colony Memorial, June 2019 View…

INVESTORS, PLANS AND MONEY: Playing 'catch-up' the safe way
Old Colony Memorial, May 2019 View…

Old Colony Memorial, April 2019 View…

Ghost of Me Mural
begin it


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 almost three 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. 
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