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Giving You the Financial Power to 

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.  

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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. 

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.

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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:

TAX

REDUCTION

STRATEGIES

ESTATE &

LEGACY

PLANNING

FAMILY

CATASTROPHIC

PROTECTION

RETIREMENT &

INVESTMENT

ADVISORY

Catch John's latest episodes of Wisdom to Wealth, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.

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ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

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CONTACT

4565 Benedum Drive

Bridgeport, WV 26330
Phone: (304) 626-3900
Toll-Free: (866) 623-3900

Email Us

QUICK LINKS

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY and DE.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

©2021 by Beacon Wealth Management