client experience.png

THE BWM CLIENT EXPERIENCE

High-Touch Client Experience.

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 genuinely care about your success and well being. As your trusted wealth advisory team, our core belief is founded on delivering a strong client experience while keeping proactively engaged in a personal relationship with you.

 

We understand people are constantly on the go and life constantly evolves. We realize everyone's preference for processing information and communications are completely different. That’s why we feel it is more important than ever to make sure you have plenty of diverse and easy opportunities to stay connected with us.

BWM Client Perks:

  • Strategy update and progress sessions as needed.

  • Family relationship and strategy calls.

  • Invitations to quarterly educational event (state of the markets, strategy concepts and fellowships).

  • Invitations to semi-annual client appreciation event (mid-year and year-end).

  • Invitations to social events.

Timely Communication:

  • Bi-Weekly Blogs Posts

  • Bi-Weekly e-newsletter

  • Quarterly Portfolio Allocation Notifications

  • Access to Special Reports and Client Education Guides

  • And much, much more

We strongly encourage you to take advantage of the many ways we plan to build a strong, lifelong relationship with you and your loved ones.  By being an active participant, our relationship will constantly grow, along with our confidence in each other.  This will allow you to maximize your Beacon Wealth Client Experience

Black and White Abstract Texture
Freedom of Choice.

There is nothing cookie-cutter about us. As an independent, privately-owned wealth consulting firm, we are free from both public shareholder demands and bottom-line corporate profits, which gives us the freedom to put you first.

FREEDOM

FREEDOM

Allows us to be genuinely relationship-driven, so we can care about your success and focus on your individual needs.

FREEDOM

FREEDOM

Allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies.

Allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies.

FREEDOM

FREEDOM

Allows us to be free from public shareholder demands and bottom-line corporate profits.

Allows us to be free from public shareholder demands and bottom-line corporate profits.

FREEDOM

FREEDOM

Gives us unlimited access to hundreds of global strategic partners and first-rate technology tools.

Gives us unlimited access to hundreds of global strategic partners and first-rate technology tools.

In order to facilitate our regulatory compliance and assure our advisors adhere to all securities laws and regulations; we have chosen to be affiliated with an independent, privately-owned RIA firm and broker-dealer that also has no proprietary products or quotas.

GRAB YOUR COMPLIMENTARY COVID-19 REPORT NOW!

Due to the Coronavirus, having a complimentary Second Opinion on your finances is not only prudent. It's just plain common sense!

THE SECURE ACT

2020

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. 

RETIREMENT REDZONE - 4.png
ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

Request a no-cost, no-obligation second opinion meeting today.