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Long-Term Financial Strategies for the Construction Industry & Their Families

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Helping Families Navigate Significant Wealth


Cornerstone Wealth Consulting Services is an independent financial services company based in Massachusetts. 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:

Women at computer iconAccumulate
Wealth

Graph iconManage
Risk

Plan iconPrepare 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

Building Wealth Strategies for Successful Construction Industry Professionals

Our Clients Are at the Core of the Service We Provide

Cornerstone Wealth Consulting Services, LLC is an independent and privately-owned financial services firm dedicated to helping contractors build wealth and protect their family business for generational growth.


We Specialize in Solutions for Contractors & Their Family Businesses

Our goal is to build multi-generational relationships by helping wealthy families simplify their financial decision-making through comprehensive strategies that focus on intentional goals. As a contractor, you have unique needs, which is why you need a specialized partner to guide you. With Cornerstone, we believe you can:

Align Your Money with Your Vision 

Help Maximize Your Financial Benefits

Do More with Your Money and Your Life


Want to Learn More?

Get to Know Our Founder


Meet the Founder & CEO

Jason P. Berube Photo

Jason P. Berube

Founder & CEO, Personal CFO

As the Founder & CEO of Cornerstone Wealth Consulting Services, LLC, I enjoy helping business owners and their families make smart decisions with their money. I combine my insider’s understanding of the construction industry and family business with my innate ability to connect with people, to help my clients define and achieve the independence they seek in their lives. 

Since 2009, family-owned and closely held businesses have chosen to work with me because I care about creating meaningful relationships. I focus on what matters most to my clients by helping them solve their greatest challenges and take advantage of their greatest opportunities. By partnering with a fiduciary advisor at Cornerstone Wealth Consultants, clients can gain clarity, confidence and peace of mind knowing they have a financial partner with only their best interest in mind. 

I live in Beverly, Massachusetts, and enjoy spending time with my family. Outside of work, you might find me on the field coaching high school football for the North Shore Essex Tech Hawks, in the gym or enjoying a round of golf. My other interests include Boston sports teams, listening to podcasts, cooking and traveling. 

Interested in Working Together?

Schedule a Time to Talk


Why Work with Cornerstone Wealth Consulting Services, LLC?



Venn diagram

We Take a Value-Based Approach

The philosophy behind our approach is that financial decisions are made at three levels.


These include:
 

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Transactional

Focusing on features or the price of products.

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Process-Focused

Discussing information such as tax laws and financial models.

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Core Values

Core beliefs that serve as compasses for behavior.


While all three of these factors are important, we know that features and prices of products, as well as information and tax laws, will evolve over time. However, we believe it is rare that core values drastically change, even though the implementation of them may mature. It is for this reason that the foundation of our financial plans are built upon what is most important to you, not what it says in a textbook or trending financial article. At the end of the day, your financial plan should align with your priorities and leave you feeling good about your choices. 


Impactful Decisions are Based on Core Values

At Cornerstone, we work with clients to help identify their values and determine if their behavior is aligned with what is truly important in their lives. We believe making value-based financial decisions is more sustainable in the long run than if made at the transactional or process-focused level.
Discover Our Process

Our Process

Cornerstone Wealth employs a five-point process to help develop and implement integrated strategies to address a family’s particular needs.


01.

Discovery

We’ll begin with an introductory meeting to introduce ourselves and discover who you are, what your goals consist of and what your finances look like.

02.

Develop Goals

Upon determining a good fit, we’ll meet virtually or in person to further establish your needs, goals and how we can help you achieve them.

03.

Family Wealth Plan

Next, we’ll take a closer look at your current financial standing as we gather information relevant to your circumstances and develop your personalized financial plan.

04.

Implementation

Once we’ve developed your custom strategies and solutions based on your objectives, we’ll implement the details and ensure every piece suits your goals and level of risk.

05.

Review & Monitor

Over time, we’ll meet with you regularly to ensure your plan is meeting your needs. Additionally, we will make adjustments as needed based on any life changes you may experience.


It’s not hard to make decisions when you know what your values are.

- Roy Disney


Get Started

Schedule a Call

Grow, Protect and Preserve Your Investments, Income, Human Capital and the Enterprise Value of Your Business

Areas of Discipline

Let’s Take a Holistic Look at Your Financial Picture

Whether you’ve grown your own business or scaled the corporate ladder, you’ve worked hard for your achievements. Now, you must make plans to protect the fruits of your labor. We work with you as your financial advocate, coach and friend to help you protect what you’ve earned, while also keeping the minutiae of your financial house in order. 

Our Capabilities


Generational Planning 
Business Planning 
Tax Integration 
Personal Planning 


Let’s Define Your Financial Goals

Start Mapping Your Future

Financial Insights from Cornerstone Wealth 

Articles of Interest

Enhance Your Understanding



Helpful Ideas for Making Smart Decisions With Your Money


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Begin Building Your Financial Foundation Today

Located in Greater Boston, we’re happy to meet with you in person, locally for coffee or virtually based on your needs and preferences.


Schedule time to talk with a Cornerstone Wealth Consultant today or use the submission form below to get started.