Cornerstone Wealth Consulting Services, Llc

At Cornerstone Wealth Consulting Services, we help contractors and family business owners protect what they’ve built, grow with intention, and prepare for a confident transition. Based in Beverly, Massachusetts, we specialize in insurance and business planning—serving privately held construction companies and second-generation entrepreneurs throughout Greater Boston and beyond. As an independent, privately owned firm, we operate free from outside influence—focused solely on helping business owners protect what they’ve earned and prepare for what’s next. Our clients typically generate $5 million or more in annual revenue and want a plan that connects business, family, and financial priorities through one structured framework. We know running a business is complex. That’s why we created the Builder’s Value Acceleration Program™—a clear, structured process that helps you: → Grow the value of your business → Protect your personal wealth → Prepare for a confident transition Without a plan, business owners risk overpaying in taxes, losing valuable time, and leaving their legacy vulnerable. Our mission is simple: to educate, organize, and prepare builders for the opportunities and challenges ahead. By aligning business and personal values, we help owners build clarity, confidence, and capability—so they can focus on what matters most: their business, their family, and their future.