EDUCATION GUIDES

Are you on track for a comfortable and secure retirement? Whether you’re already retired, retiring soon or retirement is years away, Beacon Wealth Management has developed these eudcation guides to help you achieve your retirement dreams. To download, simply click on the links below.

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Investment Process Guide

Our Investment philosophy relies upon a repeatable, research driven process to construct our various investment strategies. We select the appropriate personalized allocation model that aligns with your individual needs and objectives. Learn more in this Investment Process Guide.

Client Experience Guide

We specialize in helping select individuals in the retirement red zone, entrepreneurs and professional practitioners by overcome “The 5 major wealth challenges facing affluent families.” Dig deeper with John Halterman and what he can do for you in this Client Experience Guide.

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CONTACT US


607 E. Pike Street
Clarksburg, WV 26301-2901 
Phone: (304) 626-3900
Toll Free: (866) 623-3900

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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 DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

©2018 by Beacon Wealth Management