Jason P. Berube
Helping contractors protect what they’ve built and prepare for what’s next
Jason P. Berube
Helping contractors protect what they’ve built and prepare for what’s next
Areas of Focus
- Estate Planning
- Exit Planning
- Owning a Business
- Retirement Planning
- Taxes
About Jason P. Berube
My path hasn’t been traditional — and neither is the life of a builder.I grew up around family-owned construction businesses, where success meant showing up early, staying late, and carrying the weight of everyone counting on you. That experience taught me something simple but powerful: grit builds success — but structure sustains it.
From trade school to the football field, and later from Wall Street cold calls to national leadership roles, my journey has always been grounded in hard work, resilience, and doing the right thing when nobody’s watching.
All of that shaped the vision behind Cornerstone Wealth Consulting — to help business owners protect what they’ve built, grow with purpose, and prepare for what’s next.
For most construction entrepreneurs, success comes with a price.
They’ve built incredible companies — but not always independence from them.
That’s where we come in.
At Cornerstone, we guide builders through a structured framework that transforms a profitable business into a transferable asset — one that supports their goals, their family, and their legacy.
We help owners move from reactive to intentional — building companies that thrive without them.
Our framework helps owners:
→ Protect value from unnecessary risk
→ Grow enterprise value with intention
→ Prepare for transition on their terms
It’s not theory — it’s a disciplined system designed to bring clarity, confidence, and capability to every decision.
After 15+ years in the financial services industry — spanning national leadership roles, builder-focused planning work, and now leading Cornerstone — I’ve learned that the real measure of success isn’t how hard you work in the business, but how well the business can work without you.
Today, my focus is simple: help construction entrepreneurs turn their life’s work into lasting freedom for their families and future generations.
Outside of Cornerstone, I live in Beverly, Massachusetts, with my family.
You’ll usually find me coaching football, cheering on Boston sports teams, or enjoying a round of golf.
If you’re a business owner ready to start thinking ahead — not just working harder — 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 intention, and prepare for a confident transition.Based in Beverly, Massachusetts, we specialize in insurance and business planning—serving privately held construction companies and second-generation entrepreneurs throughout Greater Boston and beyond.
As an independent, privately owned firm, we operate free from outside influence—focused solely on helping business owners protect what they’ve earned and prepare for what’s next.
Our clients typically generate $5 million or more in annual revenue and want a plan that connects business, family, and financial priorities through one structured framework.
We know running a business is complex. That’s why we created the Builder’s Value Acceleration Program™—a clear, structured process that helps you:
→ Grow the value of your business
→ Protect your personal wealth
→ Prepare for a confident transition
Without a plan, business owners risk overpaying in taxes, losing valuable time, and leaving their legacy vulnerable.
Our mission is simple: to educate, organize, and prepare builders for the opportunities and challenges ahead.
By aligning business and personal values, we help owners build clarity, confidence, and capability—so they can focus on what matters most: their business, their family, and their 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
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.
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
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
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
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!
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
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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