We Put You First.
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.
Clients who manage their own business can count on BWM to serve as a strategic advisor in financial and business planning. We start by understanding your ultimate goals for your business, family, philanthropy, and legacy. We then review an array of suitable options and selectively design a clear & intentional plan to get the best tax outcomes, one that includes future giving and estate and tax planning before and as you sell your business interests.
PREPARING FOR A SATISFYING RETIREMENT
We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.
5 FINANCIAL MISTAKES
Physicians are investors who face unique challenges and have particular needs in order to thrive financially in an ever-shifting landscape of industry changes.