By John Halterman
An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long term.
At Beacon Wealth Management, we understand this overwhelming and intimidating process. Trusting someone with your hard-earned money is no simple task. We feel lucky to have been able to build a successful business working with individuals, families, and businesses we enjoy serving and who we believe we can help and who trust us with their life savings.
Many of our clients may not realize that we’re always looking to take on great clients with whom we think we would collaborate well. Yet our business largely grows based on referrals our clients make.
What Sets Us Apart
We’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
A dedicated team. One professional advisor and an assistant cannot handle the complexity of today’s financial world. We have assembled an entire family of local professionals to provide a positive client experience, something you won’t find at most firms.
Knowledgeable advice. As an independent firm, we aren’t tied to sales quotas or proprietary products. Instead, we have the freedom to offer advice and gain access to hundreds of global strategic partners and ﬁrst-rate technology tools.
A private website. We provide you a digital Wealth Strategy Center, where you can easily organize and manage your financial affairs in one safe, secure location. This can help you stay on course with your goals and monitor your progress.
Tactical portfolio management. Your life doesn’t remain static, and neither should your investments. Using a disciplined approach, we proactively manage your portfolio and make allocation changes as the volatility of the markets change.
Strong relationships. We pride ourselves on the personal relationships we build with our clients. You can expect to receive consistent communication; this includes face-to-face financial checkups, education events, special reports, and much, much more.
Transparent fees. We keep our fees straightforward, charging a percentage of assets under our management. Unlike commission-based products, this structure puts us on the same side of the table with one mutual incentive: growing and preserving your assets.
The People We Serve Best
At Beacon Wealth Management, our mission is to help people make smart decisions about their money using a disciplined professional process to establish a solutions-based wealth strategy to help them reach their goals.
Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve. Our clients tend to be a group of pretty wise entrepreneurs, professional practitioners (such as physicians, attorneys, CPAs, and engineers), and individuals in the Retirement Red Zone (the 15 years before and after retirement).
While diverse in their age and needs, all of our clients tend to share a few common characteristics:
They share an enthusiasm for helping loved ones and passing along strong family values.
They are extremely motivated and won’t settle for “average.”
They have a deep appreciation for hard work and smart decision-making.
They want to engage best-in-class experts to act as stewards of their vision.
They expect objective, conflict-free advice.
They want to engage with a professional advisor, not a product sales person.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please forward this article to them, have them call (304) 626-3900, or email email@example.com.
John is the founder and owner of Beacon Wealth Management. He specializes in helping entrepreneurs, professional practitioners, and retiree red-zoners overcome the major financial challenges facing affluent families.
As a trusted and friendly financial partner, John delivers a collaborative client experience that empowers and guides people to reach a greater purpose for their wealth and pursue their financial dreams. He understands the multifaceted set of financial worries people face as they become more successful and get within the retirement red zone.
John is well-regarded throughout the business community for his expertise. He has appeared as an expert guest on the The Brian Tracy Show and Hollywood Live with Jack Canfield, is the co-author of the book Masters of Success with Brian Tracy, is the host of the WDTV News 5 segment “Solutions 4 Financial Independence,” and has conducted hundreds of educational events on Retirement and Investment Advisory, Tax Reduction, and Wealth Transfer Planning. These include many Universities, Federal Employee Organizations, Professional Associations, and Large Energy Companies throughout the eastern United States.
With more than two decades of experience, John is credentialed as a Certified Wealth Strategist (CWS), Accredited Investment Fiduciary (AIF), Certified Estate Planner (CEP), Chartered Federal Employee Benefits Consultant (ChFEBC), Professional Plan Consultant (PPC), and Registered Financial Consultant (RFC). He is also a past multi-year member of Ed Slott’s Master Elite IRA Study Group.
A native of Weston, West Virginia, John served in the United States Air Force prior to becoming a Wealth Advisor. Today, he resides with his family in Clarksburg, West Virginia. He and his wife, Lisa, have been married since 2005 and have three amazing children. A family-oriented man, he is passionate about giving back to his community, coaching youth sports, landscaping, architectural design, and playing racquetball.