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:
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.