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.

Every person’s finances are a puzzle that can only be solved through active listening. Once we have reached a deep understanding of all the dynamics that affect your life, the advice part of your wealth strategy begins.​

Our holistic wealth strategy enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle work harmoniously together with one simple goal. To provide advice and strategies that align the money you have with the life you want to live and the legacy you want to provide.

We specialize in helping solve the four major wealth challenges facing affluent families including:

RETIREMENT & INVESTMENT ADVISORY

Investment Portfolio Management

TAX REDUCTION STRATEGIES

Tax Optimization Strategies on...

FAMILY PROTECTION

Income Protection Against Catastrophic Events such as...

ESTATE & LEGACY PLANNING

Maximization of Wealth Transfer to Heirs