JOHN HALTERMAN HAS BEEN FEATURED ON
Holistic, Goals-Based Wealth Strategy.
Our goal is simple - to provide prudent advice and intentional strategies that help you achieve your unique lifestyle goals and objectives, so you can enjoy more of the things that matter most to you.
At Beacon Wealth Management, our mission is to provide our clients with the best path to build, protect, and transfer their family wealth. We are our clients’ # 1 financial advocate. We are driven to provide you with uncluttered, professional advice. We strive to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future. We want to make sure that regardless of what events happen in your life that we have addressed or established provisions to take care of your family.
WHO WE SERVE
We work with select individuals in the Retirement Red Zone, entrepreneurs, & professional practitioners in the greater Bridgeport, WV areas, as well as across the country.
HOW WE'RE DIFFERENT
No matter the situation you're in, you owe it to yourself to get a second opinion about your money from a Fiduciary. Don't wait. Find the peace-of-mind you deserve.
OUR PROCESS
We have developed and refined a consultative process that allows our clients to evolve smoothly from building wealth to an enjoyable retirement.
Catch John's latest episodes of Wisdom to Wealth, every week on WDTV Evening News at 5:30 PM.
The 4 Cornerstones of a Holistic Wealth Strategy
For over 25 years, John Halterman and Beacon Wealth Management have worked with select individuals in the Retirement Red Zone, entrepreneurs, and professional practitioners in the greater Bridgeport, West Virginia area, as well as across the country. Our high-touch, client-focused wealth management makes us the first call for affluent investors looking to strengthen their financial health holistically and intentionally.
We specialize in helping solve the four major wealth challenges facing affluent families including:
TAX
REDUCTION
STRATEGIES
ESTATE &
LEGACY
PLANNING
FAMILY
CATASTROPHIC
PROTECTION
RETIREMENT &
INVESTMENT
ADVISORY
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ENJOYING MORE & WORRYING LESS?
ARE YOU READY TO TAKE THE NEXT STEP TOWARDS
Request a no-cost, no-obligation second opinion meeting today.