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We provide insight and solutions to inspire people to take action so they can  

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JOHN HALTERMAN HAS BEEN FEATURED ON

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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.

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 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. 

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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.

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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.

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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:

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TAX

REDUCTION

STRATEGIES

ESTATE &

LEGACY

PLANNING

FAMILY

CATASTROPHIC

PROTECTION

RETIREMENT &

INVESTMENT

ADVISORY

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Explore our extensive library filled with the latest free financial guides, quizzes, personalized reports, and more.

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Get the Latest BWM Financial News & Updates 

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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.