Areas of Focus
- Estate Planning
- Exit Planning
- Owning a Business
- Retirement Planning
- Taxes
About Jason P. Berube
My path has been anything but traditional.I grew up around family-owned construction businesses and learned early that running a company isn’t just about numbers — it’s about family, legacy, and community.
That perspective shaped my vision for Cornerstone:
to help business owners protect what they’ve built, grow with purpose, and prepare for what’s next.
From trade school to the football field.
From Wall Street cold calls to leading national sales teams.
My journey has always been about grit, resilience, and doing the right thing when nobody’s watching.
I founded Cornerstone to serve business owners like the ones I grew up around —
with straight talk, blue-collar values, and a focus on building long-term strategy that lasts.
Because without a clear plan, business owners risk overpaying in taxes, losing time they’ll never get back, and leaving their legacy vulnerable.
With 15+ years in the financial services industry,
I’ve held leadership roles at national insurance-based broker-dealers
and continue to sharpen my craft by pursuing both the ChFC® and CFP® designations.
Today, my work is about helping business owners:
→ Find clarity in complex decisions
→ Build confidence in their financial future
→ Gain the capability to protect, grow, and transition on their terms
I live in Beverly, Massachusetts, with my family.
When I’m not meeting with clients, you’ll find me coaching high school football,
cheering on Boston sports teams,
or enjoying a round of golf.
If you’re a business owner looking for guidance — or simply want to connect and share ideas — let’s connect.
Affiliations
- National Association of Insurance and Financial Advisors
Primary Location
Beverly, MA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary introductory meeting to discuss your objectives and the services that Cornerstone Wealth Consulting provides.Offers Tax Preparation
Yes
About Cornerstone Wealth Consulting Services, LLC
At Cornerstone Wealth Consulting Services, we help contractors and family business owners protect what they’ve built, grow with purpose, and prepare for a confident transition.Based in Beverly, Massachusetts, we specialize in insurance and strategic business planning—serving clients throughout Greater Boston and beyond.
As an independent, privately owned firm, we are free from outside influence and committed solely to helping our clients secure the future they’ve worked so hard to build.
Our focus is on privately held and family-owned construction businesses generating $1–$10 million in annual revenue.
We know running a business is complex. That’s why we created The Builder’s Value Acceleration Program™—a structured, values-aligned framework designed to help you:
→ Grow the value of your business
→ Protect your personal wealth
→ Prepare for a confident transition
Our mission is simple: educate, organize, and prepare business owners for the opportunities and challenges ahead.
Because without a clear plan, business owners risk overpaying in taxes, losing valuable time, and leaving their legacy vulnerable.
By aligning business and personal values, we deliver forward-looking strategies that support success today—while securing your family’s future for generations to come.
Education
Mount Ida College, Bachelor of Science, Business Administration | The American College for Financial Services, Chartered Financial Consultant® (ChFC®)
Volunteer Experience
Father Bill's MainSpring | Cradles to Crayons LLC | Boston Health Care for the Homeless Program | Broward Health
Hobbies and Interests
- Cooking
- Family
- Football
- Reading
- Traveling
- Volunteering
Who We Serve
- Baby Boomers
- Business Owners
- Contractors
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Individuals
- Living in Retirement
- Real Estate Agents
- Real Estate Investors
- Specialty Sub-Contractors
Write a Review
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Amazing service, unmatched knowledge base.
September 6, 2023
Jason is not your typical financial advisor from a client experience or professional perspective. He sets the standard when it comes to caring for his clients. Not only does he know how to help you save on taxes and coordinate all elements of your wealth for maximum return, he becomes a friend and confidant in the process. You’ll never wonder if he has your best interest at heart, because he’s continuously working hard to make sure you have all your bases covered. He’s a boon to any business owner or family he partners with.
Five Stars
September 6, 2023
Jason is as real as they come. He is professional and cares deeply about his clients and their wellbeing. Their success is his success. He is very knowledgeable in investments and long term financial planning. If you’re considering working with a trusted advisor, Jason with Cornerstone should definitely be considered.
Effective & Knowledgeable Advisor
September 6, 2023
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 we will be with him every step of the way.
Trusted Advisor
September 6, 2023
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.
A great financial partner!
September 6, 2023
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..
Providing invaluable financial guidance & peace of mind
September 6, 2023
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.
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