John Halterman and the Beacon Wealth Team

John Halterman and the Beacon Wealth Team We help individuals with the 5 Financial Building Blocks to living their best retirement. Beacon Wealth Management operates independently of Cambridge.

Since 1994, John Halterman and Beacon Wealth Management have specialized in working with select individuals in the retirement red zone (ages 50-80) entrepreneurs, and professional practitioners all across the country. Our highly-engaged, client-focused wealth management makes us the first call for successful individuals looking to holistically strengthen their financial health.

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Securities off

ered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. 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. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Address

4565 Benedum Drive
Bridgeport, WV
26330

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13046263900

Website

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