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Jason P. Berube
Helping Contractors Protect, Grow, and Transition Their Business with Confidence
Areas of Focus
- Estate Planning
- Exit Planning
- Owning a Business
- Retirement Planning
- Taxes
About Me
👉🏽 𝗪𝗛𝗢 𝗜 𝗔𝗠As the founder of Cornerstone Wealth Consulting Services LLC, I am dedicated to empowering high-earning contractors and family-owned businesses in the construction industry. Based in Beverly, Massachusetts, my mission is to help you protect, grow, and transition your business with confidence.
👉🏽 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢
I specialize in safeguarding your hard-earned assets, increasing enterprise value, and preparing for successful business exits. Through my solutions-based Personal CFO framework, I provide tailored strategies designed to address the unique challenges you face in your industry.
👉🏽 𝗛𝗢𝗪 𝗜 𝗗𝗢 𝗜𝗧
I engage in personalized conversations to uncover your most important personal and professional goals while identifying challenges and opportunities that may impact your success. By taking a holistic approach, I align your priorities with your core values, creating a roadmap that supports your ambitions and secures your legacy. My goal is to bring clarity and peace of mind, allowing you to focus on what truly matters—enjoying the life you've built.
👉🏽 𝗢𝗨𝗧𝗦𝗜𝗗𝗘 𝗧𝗛𝗘 𝗢𝗙𝗙𝗜𝗖𝗘
Family is my top priority! I proudly call Beverly home, a city rich in history since its incorporation in 1668. When I'm not working, you can find me coaching high school football for the Essex Tech Hawks, hitting the gym, playing golf, or cheering on Boston sports teams. I also enjoy listening to podcasts, cooking, and exploring new places through travel.
If you’re looking for guidance on maximizing your impact, protecting what you’ve built, or exploring collaboration opportunities, let’s connect!
Affiliations
- National Association of Insurance and Financial Advisors
Primary Location
Beverly, MA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
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 our Firm
At Cornerstone Wealth Consulting Services LLC, we empower contractors and family-owned businesses in the construction industry to protect, grow, and transition their businesses with confidence. Our mission is to provide you with clarity and guidance as you navigate the financial opportunities and challenges that arise throughout your journey.Our Services Include:
→ Personal CFO Framework
→ Protect What You’ve Built
→ Grow the Value of Your Business
→ Prepare for Your Exit
Our solutions-based framework serves as a roadmap for simplifying complex financial decisions while maximizing your impact, net worth, and overall quality of life. We create comprehensive strategies to safeguard your business and personal assets, ensuring stability for you and your family. By designing and implementing customized growth strategies, we enhance the value of your business in alignment with your unique goals. Plus, we assist you in navigating the exit process on your terms, crafting a strategic plan for a seamless transition.
Why Choose Cornerstone?
→ Holistic Perspective
→ Trusted Partnership
→ Expert Guidance
Our comprehensive, forward-looking approach coordinates every aspect of your financial situation to ensure that nothing falls through the cracks. We treat our clients like family, delivering personalized service that addresses your specific needs and aspirations. With years of experience serving the construction industry, we have the expertise to help you make informed decisions and secure your legacy.
At Cornerstone, we are passionate about helping you achieve financial clarity and peace of mind. Let’s collaborate to navigate the complexities of your business, empowering you to enjoy the life you've built and plan for a prosperous future!
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
Awards and Honors
Badges
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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