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.
Bi-Weekly Blogs Posts
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
THE SECURE ACT
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.