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Areas of Focus
- Estate Planning
- Exit Planning
- Owning a Business
- Retirement Planning
- Taxes
Affiliations
- National Association of Insurance and Financial Advisors
Primary Location
59 Matthies Street Beverly MA 01915
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
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
As an independent insurance and financial services agency, We provide risk management strategies based on values to business professionals and entrepreneurs in the construction industry.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
- Business Owners
- Contractors
- Corporate Executives
- Entrepreneurs
- Families
- Individuals
- 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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