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Vision | Impact  | Growth

Helping Contractors Navigate Significant Wealth 

Start Building Today

Long-Term Financial Strategies for the Construction Industry & Their Families

Cornerstone Wealth Consulting Services, LLC is a
fee-based financial planning and wealth management firm  based in Massachusetts. We proudly work with individuals, families, corporate executives, and closely held family businesses in the construction industry. Our goal is to help organize, inform and provide guidance for the financial opportunities and challenges you may face in your life. 

Insider Perspective and Extensive Experience

Our team of professionals strives to utilize their knowledge and industry expertise to guide individuals as they:

Women at computer iconAccumulate

Graph iconManage

Plan iconPrepare for the Future

At Cornerstone Wealth, we take a comprehensive planning approach to help create a financial strategy that works on your terms. Together, we’ll devise a plan that aims to take care of you, your family, your business and your legacy.
Discover How We Help

See Who’s Talking About Us

Providing Service

Beyond the Numbers

Our Clients Are at the Core of the Service We Provide

Cornerstone Wealth Consulting Services, LLC is an independent and privately-owned financial advisory firm dedicated to helping contractors build wealth and protect their family businesses for generational growth.

We Specialize in Solutions for Contractors & Their Family Businesses

Our goal is to build multi-generational relationships by helping wealthy families simplify their financial decision-making through comprehensive strategies that focus on intentional goals. As a contractor, you have unique needs, which is why you need a specialized partner to guide you. With Cornerstone, we believe you can:

Align Your Money with Your Vision 

Help Maximize Your Financial Benefits

Do More with Your Money and Your Life

Want to Learn More?

Get to Know Our Founder

Meet the Founder & CEO

Jason P. Berube Photo

Jason P. Berube

Founder & Chief Executive Officer (CEO), Wealth Coach

As the Founder & CEO of Cornerstone Wealth Consulting Services, LLC, I enjoy helping business owners and their families make smart decisions with their money.  I combine my insider’s understanding of the construction industry, along with my unique ability to connect with people, to help my clients define and achieve the independence they seek in their lives..

Since 2009, closely held family businesses have chosen to work with me because I care about creating meaningful relationships. I focus on what matters most to my clients by helping them solve their greatest challenges and take advantage of their greatest opportunities. By partnering with a fiduciary advisor at Cornerstone Wealth Consultants, clients can gain clarity, confidence and peace of mind knowing they have a financial partner with only their best interest in mind. 

I live in Beverly, Massachusetts, and enjoy spending time with my family. Outside of work, you might find me on the field coaching high school football for the Essex Tech Hawks, in the gym or enjoying a round of golf. My other interests include Boston sports teams, listening to podcasts, cooking and traveling.

Interested in Working Together?

Schedule a Time to Talk

See What Our Clients Are Saying

Since Jason has overseen my financial matters, he has provided me with an organized plan for both now and the future.  He has shown me the confidence necessary to relieve me of much worry, which has also allowed me to feel satisfied in my search for accomplishment and comfortability for my retirement years.

- Christopher Connolly | Owner & chief Pharmacists, Connolly's Pharmacy Inc

I have had Jason Berube as my financial advisor for over 13 years now. He has always given me the space to ask important financial questions and has given solid insight throughout to ensure that I am thinking both short and long term fiscally. I feel like my best interests are also his, which is not all that common in today's norm.

- James Beckland EMt & site medic | Founder & CEO, beckland medic llc

I’ve had the pleasure of having Jason Berube as my financial advisor. He works hard to make sure my finances are taken care of. He breaks everything down for me to fully understand what is happening with my finances. I trust him to have my best interest in mind when working on my financial investments. You will be satisfied with Jason as your financial advisor. 

- Marvin loiseau eD.D | Chief Academic officer, benjamin franklin institute of technology

I’ve worked with Jason Berube for over 10 years because I find his professionalism, knowledge and expertise to be unmatched. If he doesn’t have an answer, he gets it. He never pressures you and explains everything verbally and written.  My wife and I are both clients personally as well as my businesses. We are more than pleased with his services. Jason gets life’s curveballs. I look forward to many more years together and I am excited about his new venture and we will be with him every step of the way.

- John Roberto IV | Owner & President, Roberto bros. Landscaping

Why Work with Cornerstone Wealth Consulting Services, LLC?

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We Take a Value-Based Wealth Management Approach

The philosophy behind our approach is that financial decisions are made at three levels.

These include:



Focusing on features or the price of products.



Discussing information such as tax laws and financial models.


Core Values

Core beliefs that serve as compasses for behavior.

While all three of these factors are important, we know that features and prices of products, as well as information and tax laws, will evolve over time. However, at Cornerstone, we believe that values do not change, only the implementation of them matures. 

Impactful Decisions are Based on Core Values

At Cornerstone, we work with clients to help identify their values and determine if their behavior is aligned with what is truly important in their lives. We believe making value-based financial decisions is more sustainable in the long run than if made at the transactional or process-focused level.
Discover Our Process

We’ll Work With You To Build and Protect Your Wealth

Cornerstone Wealth employs a five-point process to help develop and implement integrated strategies to address a family’s particular needs.

Our Process



We’ll begin with an introductory meeting to introduce ourselves and discover who you are, what your goals consist of and what your finances look like.


Develop Goals

Upon determining a good fit, we’ll meet virtually or in person to further establish your needs, goals and how we can help you achieve them.


Family Wealth Plan

Next, we’ll take a closer look at your current financial standing as we gather information relevant to your circumstances and develop your personalized financial plan.



Once we’ve developed your custom strategies and solutions based on your objectives, we’ll implement the details and ensure every piece suits your goals and level of risk.


Review & Monitor

Over time, we’ll meet with you regularly to ensure your plan is meeting your needs. Additionally, we will make adjustments as needed based on any life changes you may experience.

It’s not hard to make decisions when you know what your values are.

- Roy Disney

Get Started

Schedule a Call

Client Experience

Whether you‘re an individual or a business we’ve got you covered with our comprehensive quarterly review schedule.




Tax Strategies for the year
Cash Flow
Family Meetings



Investment Strategies
Funding Education
Balance Sheet Review



Estate Plan Review
Insurance/Protection Planning



Advisor Meeting
Tax Planning




Cash Management
Debt Management
Financial Management
Risk Management 



Estate Plan Review
Personal Account Structure and Investments  
Personal Insurance Review 



Key employee compensation incentives
Review Retirement Benefits
Review Other Employees Incentive Options



Advisor Meeting
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis 

Create a Plan

To Help Achieve Your Most Ambitious Goals 

Areas of Discipline

Let’s Take a Holistic Look at Your Financial Picture

Whether you’ve grown your own business or scaled the corporate ladder, you’ve worked hard for your achievements. Now, you must make plans to protect the fruits of your labor. We work with you as your financial advocate, coach and friend to help you protect what you’ve earned, while also keeping the minutiae of your financial house in order.

Our Capabilities

Generational Planning 
Business Planning 
Tax Planning Strategies 
Personal Planning 
401(k) Plans

Let’s Define Your Financial Goals

Get Started With a Consultation

Financial Insights from Cornerstone Wealth 

Helpful Ideas for Making Smart Decisions With Your Money

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Begin Building Your Financial Foundation Today

Located in Greater Boston, we’re happy to meet with you in person, locally for coffee or virtually based on your needs and preferences. Schedule time to talk with a Cornerstone Wealth Consultant today or use the submission form below to get started.