MEET OUR TRIBE

Why We Use a Team Approach

Comprehensive Wealth Management is multifaceted and can be overwhelming. We believe an office of one professional advisor and an assistant cannot handle the complexity of today’s financial world. It requires specialty expertise in several areas of wealth planning.

We have assembled an entire family of local professionals to provide an effective client experience. All of our team members are passionate about taking a very hands-on approach to serving your family. As you advance through our wealth advisory process, we will engage our entire professional network to begin working together on advanced planning issues such as complex tax reduction, wealth transfer, family protection, and estate & legacy planning.

In addition, we have a nationwide network of wealth advisor partners that we collaborate with on investment portfolio research and allocation decisions, along with best practices to serve our clients.

John Halterman
Certified Wealth Strategist
Yvonne Loar
Associate Wealth Advisor
Lisa Halterman
Director of Operations
Megan Prater
Relationship Manager
Kim Bryant
Communications and Media Coordinator
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Wealth Advisor Partners

Jeremy Frazie
Wealth Manager
Carl McClurg
Wealth Manager
Brian Smith
Founder, Global Financial Partners
Bryan Masten
Financial Advisor
Riley Smith
Assistant to the Strategic Wealth Director
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Are You Prepared for Retirement?

Make sure you're ready for retirement and take the first step today by requesting a free discovery consultation meeting. What do you have to lose?

CONTACT US


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

Email Us

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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