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.