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-owned businesses generating $1–$10M in revenue to help them protect what they’ve built, increase business value, and transition with clarity and confidence.
Rooted in a multi-generational construction family, I understand the challenges business owners face—balancing growth, taxes, and succession while leading a team and supporting their families. I founded Cornerstone to deliver proactive guidance—aligning financial decisions with personal and business values, preserving legacy, and helping owners move forward with clarity and purpose.
👉🏽 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢
On paper, I’m a business and insurance planning professional.
In reality, I serve as a strategic partner for business owners—helping them safeguard assets, increase enterprise value, and prepare for successful transitions.
Through The Builder’s Value Acceleration Program™, I deliver forward-looking, values-based strategies that address the financial, operational, and exit challenges contractors and family-owned businesses face.
Simply put, I help you move forward with clarity, confidence, and capability toward the future you’ve envisioned.
👉🏽 𝗛𝗢𝗪 𝗜 𝗗𝗢 𝗜𝗧
At Cornerstone Wealth, we approach your business and personal planning with the same care we give our own.
Through personalized conversations, I help define your goals, values, and vision—then build a strategy that aligns your business, personal wealth, and financial priorities.
As a virtual family office, we:
✔ Treat you like family.
✔ Support your entire, multi-generational family enterprise.
✔ Collaborate with your professional advisors—CPAs, attorneys, and financial professionals—so nothing falls through the cracks.
I guide business owners through informed, values-based decisions that protect, grow, and transition with purpose.
👉🏽 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 make values-based decisions that lead to long-term success. 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 what they’ve built, increase business value, and plan for a confident transition.Our mission is to provide clarity, confidence, and strategic guidance as you navigate financial challenges and opportunities—ensuring alignment with your personal and business values.
Our Services Include:
✔ The Builder’s Value Acceleration Program™
✔ Protect What You’ve Built
✔ Grow the Value of Your Business
✔ Plan for Your Exit
Our structured, solutions-based framework simplifies complex decisions and strengthens business continuity—helping you maximize enterprise value while creating lasting impact for your family, team, and legacy.
We design forward-looking strategies that align with your goals, support business growth, and prepare you for a seamless transition—whether to the next generation, key employees, or an external buyer.
Why Choose Cornerstone?
✔ Holistic Perspective → We align your business, values, and long-term vision through strategic planning.
✔ Trusted Partnership → We treat our clients like family, delivering personal, tailored support at every stage.
✔ Construction-Focused Insight → With deep roots in the industry, we help you make informed, strategic decisions that protect your business and legacy.
At Cornerstone, we’re committed to helping you move forward with clarity, confidence, and capability—so you can focus on what matters most.
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
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
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.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
