Cornerstone Wealth Consulting Services Revenue

Financial Services • Beverly, Massachusetts, United States • 1-10 Employees

Cornerstone Wealth Consulting Services revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Cornerstone Wealth Consulting Services

Jason P. Berube

Founder & CEO

Company overview

Headquarters	Beverly, Massachusetts, United States
Website	cornerstonewealthllc.com
NAICS	52
Founded	2020
Employees	1-10

Cornerstone Wealth Consulting Services Email Formats

Cornerstone Wealth Consulting Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@cornerstonewealthllc.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@cornerstonewealthllc.com	100%

About Cornerstone Wealth Consulting Services

At Cornerstone Wealth Consulting Services, we help contractors and family business owners protect what they’ve built, grow with purpose, and prepare for a confident transition. Based in Beverly, Massachusetts, we specialize in insurance and strategic business planning—serving clients throughout Greater Boston and beyond. As an independent, privately owned firm, we are free from outside influence and committed solely to helping our clients secure the future they’ve worked so hard to build. Our focus is on privately held and family-owned construction businesses generating $1–$10 million in annual revenue. We know running a business is complex. That’s why we created The Builder’s Value Acceleration Program™—a structured, values-aligned framework designed to help you: → Grow the value of your business → Protect your personal wealth → Prepare for a confident transition Our mission is simple: educate, organize, and prepare business owners for the opportunities and challenges ahead. Because without a clear plan, business owners risk overpaying in taxes, losing valuable time, and leaving their legacy vulnerable. By aligning business and personal values, we deliver forward-looking strategies that support success today—while securing your family’s future for generations to come.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Cornerstone Wealth Consulting Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Cornerstone Wealth Consulting Services has never raised funding before.

Cornerstone Wealth Consulting Services Tech Stack

Discover the technologies and tools that power Cornerstone Wealth Consulting Services's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

HSTS

Security

core-js

JavaScript libraries

YUI

JavaScript libraries

Squarespace

CMS

Frequently asked questions

Cornerstone Wealth Consulting Services is located in Beverly, Massachusetts, US.

Cornerstone Wealth Consulting Services generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Cornerstone Wealth Consulting Services has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cornerstone Wealth Consulting Services was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Cornerstone Wealth Consulting Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cornerstone Wealth Consulting Services

Jason P. Berube

Founder & CEO

4.8

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