We provide insight and solutions to inspire people to take action so they can
JOHN HALTERMAN HAS BEEN FEATURED ON
Holistic, Goals-Based Wealth Strategy.
Our goal is simple - We strive to simplify life in such a way that you can enjoy your wealth now and in the future. We want to be sure that regardless of what events happen in your life that we have everything in place to take care of your family and legacy.
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.