“Bill Harris, CFP®, RMA® Author of Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets”
When I co-founded WH Cornerstone Investments in 1996, I knew it would be with the following goals in mind:
-A philosophy of independent investing and research
-A focus on best of breed money management strategies with boutique options for the best return on client’s investments
-A commitment to client satisfaction and education
That's why I'm a Certified Financial Planner™ Practitioner, Retirement Management Advisor®, an Ed Slott Elite IRA Advisor and a member of the Financial Planning Association (FPA). We set up our firm as a Registered Investment Advisory Firm (RIA), which means we are fiduciaries who adopt a code of ethics to put you first.
I sharpen my saw by lecturing frequently on financial planning topics, write a syndicated monthly newspaper column INVESTORS, PLANS AND MONEY and contribute to the Journal of Financial Planning.
I'm passionate about empowering people to see their future as greater than their past, especially helping widows rebuild their financial (and personal) lives.
And I still have some tricks up my sleeve. Did you know I've:
-been 20 ft from a grizzly bear while fishing Contact Creek at Katmai National Park, Alaska
-been on Air Force One—twice
-had lunch with Rudy Giuliani, Colin Powell and Janet Yellen
If you miss me at the Cornerstone Cottage, I'm probably out chasing, capturing and collecting fish out on my Duxbury Dory or my Berkshire Kayak. If you can't find me then, I'm out walking on the Apalachian Trail.
WH Cornerstone Investments empowers widows with financial planning, money management, retirement coaching, and curveball life planning.
Bill Harris, Co-Founder of WH Cornerstone, is a Certified Financial Planner™ Practitioner, a Retirement Management Advisor® & an Ed Slott Elite IRA Advisor
