Cornerstone is a financial services firm based in Beverly, Massachusetts, serving construction and trade business owners across the North Shore, Greater Boston, and beyond. Founded by Jason P. Berube, who brings more than 17 years of experience in financial services, the firm helps contractors, subcontractors, specialty trades, and family businesses build companies that rely less on their owners and offer greater flexibility for the future.

Cornerstone’s services address owner dependency, tax efficiency and coordination, succession and transition planning, business continuity, cash-flow and reinvestment decisions, coordination among professional advisers, enterprise value growth, and family and legacy considerations. Its approach is designed to strengthen the business’s underlying structure, support transferable value, and keep future options open, whether or not an owner plans to sell.

The Builders Value Acceleration Program guides clients through discovery, evaluation, and selecting ways to build long-term optionality. Cornerstone also offers the Builders Financial Wellness Check, a short diagnostic that assesses owner dependency, concentration risk, and transferable value.