John Halterman and The Beacon Wealth Management Team

John Halterman and The Beacon Wealth Management Team Visit our website for important disclosures:

We elevate the lifestyle and legacy of retirees, professional practitioners, and business owners age 50+ through wealth planning focused on investments, tax minimization, risk mitigation, and estate planning. At Beacon Wealth Management, we are a family-focused financial services firm dedicated to fostering authentic, lifelong relationships built on a foundation of truth and honesty. Our team is p

assionate about providing personalized financial guidance to help you define, pursue, and achieve your long-term goals. With decades of combined experience, each member of our team offers unique insights and specialized knowledge to ensure a well-rounded and tailored approach to your financial strategy. We understand that every client’s journey is different, which is why we take the time to listen, learn, and collaborate with you to design solutions that reflect your individual needs, values, and aspirations. From navigating complex financial decisions to planning for the future you envision, we are here every step of the way. Let us show you how a trusted partnership with Beacon Wealth Management can bring clarity and confidence to your financial future. Reach out today to connect with one of our dedicated professionals and take the first step toward building a brighter tomorrow!

09/03/2026

A successful retirement plan isn't built around predicting the market. It's built around preparing for it.

09/03/2026

Changed jobs? Your old 401(k) doesn't have to stay behind. A rollover IRA can help consolidate retirement savings, streamline account management, and keep your long-term financial plan on track.

09/02/2026

A successful financial strategy isn't one-size-fits-all. Our Bucket Strategy helps organize your money based on your age, timeline, and financial needs, giving you confidence for today while keeping your future goals on track.

09/02/2026

Your estate plan shouldn't be a "set it and forget it" document. Regular reviews help ensure your wishes, assets, and beneficiaries stay aligned with life's changes and your long-term goals.

09/01/2026

Retirement isn't the end of the journey, it's the beginning of a new chapter. A thoughtful transition plan can help turn years of hard work into lasting financial confidence, allowing you to focus on the life you've worked so hard to build.

09/01/2026

You've worked hard to build your wealth. Make sure it works just as hard for the next generation. Wealth transfer planning helps protect your legacy and create a lasting impact for years to come.

08/31/2026

Tax prep helps you file your taxes accurately, while tax planning helps you make proactive financial decisions throughout the year to potentially reduce your tax bill and build long-term wealth.

Address

4565 Benedum Drive
Bridgeport, WV
26330

Telephone

+13046263900

Website

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