Helping Families Navigate Significant Wealth
Cornerstone Wealth Consulting Services, LLC is a boutique financial services firm based in Massachusetts, serving the Greater Boston area and beyond. We proudly work with individuals, families, corporate executives, and family-owned & closely held businesses in the construction industry. Our goal is to help organize, inform and provide guidance for the financial opportunities and challenges you may face in your life.
Insider Perspective and Extensive Experience
Our team of professionals strives to utilize their knowledge and industry experience to guide individuals as they:
Prepare for the Future
At Cornerstone Wealth, we take a comprehensive planning approach to help create a financial strategy that works on your terms. Together, we’ll devise a plan that aims to take care of you, your family, your business and your legacy.
Discover How We Help