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Jason P. Berube
Helping Contractors Protect, Grow & Transition Their Business with Confidence
Areas of Focus
- Estate Planning
- Exit Planning
- Owning a Business
- Retirement Planning
- Taxes
About Jason P. Berube
👉🏽 𝗪𝗛𝗢 𝗜 𝗔𝗠Hi, I’m Jason Berube, Founder of Cornerstone Wealth Consulting Services. I partner with contractors and family business owners generating $1–$10M in revenue to help them unlock opportunities, protect their legacy, and build a life they love with clarity and confidence.
Coming from a family deeply rooted in construction, I understand the unique challenges and opportunities business owners face. Inspired by my family’s journey, I founded Cornerstone to provide proactive, forward-looking guidance—helping families like mine navigate complexity, preserve wealth, and create lasting impact.
👉🏽 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢
On paper, I’m a consultant.
In reality, I serve as a strategic partner for business owners—helping them safeguard assets, enhance enterprise value, and prepare for successful transitions.
Through our Blueprint to Legacy Framework, I provide comprehensive, proactive strategies to address the financial, operational, and transition challenges contractors and family-owned businesses face.
Simply put, I help you move forward with clarity, confidence, and control toward the future you’ve envisioned.
👉🏽 𝗛𝗢𝗪 𝗜 𝗗𝗢 𝗜𝗧
At Cornerstone Wealth, we manage your business and personal financial journey with the same care we give our own.
Through personalized conversations, I help define your goals, values, and vision—then develop a strategy that aligns your business, personal wealth, and financial priorities.
We operate under a virtual family office model, which means:
✔ You’re treated like family—we care about your success as much as you do.
✔ We serve multi-generational family enterprises, ensuring smooth transitions.
✔ We coordinate with your trusted advisors (CPAs, attorneys, and financial professionals) so nothing falls through the cracks.
I help business owners make informed, forward-looking decisions that protect what they’ve built, grow their business, and transition successfully—while keeping their legacy secure.
👉🏽 𝗢𝗨𝗧𝗦𝗜𝗗𝗘 𝗧𝗛𝗘 𝗢𝗙𝗙𝗜𝗖𝗘
Family is everything!
My family and I proudly reside in Beverly, Massachusetts—a historic city that’s been around since 1668.
When I’m not working with business owners, you’ll find me:
🏈 Coaching high school football for the Essex Tech Hawks
🏋️♂️ Hitting the gym or playing golf
🎙️ Listening to podcasts & exploring new places
🍳 Cooking something new in the kitchen
🏆 Cheering for Boston sports teams
I’m passionate about helping individuals and family businesses achieve their financial goals. If you need guidance or want to explore 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
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, 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 clarity, confidence, and guidance as you navigate the financial opportunities and challenges that arise throughout your journey.Our Services Include:
✔ Blueprint to Legacy Framework
✔ Protect What You’ve Built
✔ Grow the Value of Your Business
✔ Plan for Your Exit
Our solutions-based framework serves as a roadmap for simplifying complex financial decisions, ensuring stability for you and your family while maximizing your business’s value and long-term impact. We develop comprehensive, proactive strategies to safeguard your business and personal wealth—allowing you to focus on growth with clarity and confidence.
By designing and implementing customized growth strategies, we help increase enterprise value in alignment with your unique goals. Plus, we assist in navigating the exit process on your terms, crafting a strategic transition plan that ensures a seamless handoff—whether to the next generation, key employees, or an external buyer.
Why Choose Cornerstone?
✔ Holistic Perspective → We take a comprehensive approach, aligning your business, personal finances, and long-term goals.
✔ Trusted Partnership → We treat our clients like family, providing personalized service tailored to your needs.
✔ Expert Guidance → With deep experience in the construction industry, we help you make informed, strategic decisions that protect your business, wealth, and legacy.
At Cornerstone, we’re passionate about helping business owners achieve financial clarity and peace of mind. Let’s collaborate to navigate the complexities of your business, empower your future, and secure your legacy.
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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