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!

Ready to align your financial goals with your lifestyle? Visit https://monkeylink.co/821122 and schedule your discovery ...
06/08/2026

Ready to align your financial goals with your lifestyle? Visit https://monkeylink.co/821122 and schedule your discovery call today.

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting futur...
06/07/2026

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting future income needs.

06/06/2026

Retirement often opens the door to new priorities; travel, family, creative pursuits.🌲But thoughtful planning is what helps you make informed decisions along the way.
Our process starts with listening. From there, we create a tailored path aligned with your long-term goals.
💬 Let’s start the conversation, visit https://bwmwv.com/schedule/?UTM=facebookreel

06/05/2026

If you’ve tapped your emergency fund, plan how to rebuild it. Consistent deposits help restore balance.

Explore innovative strategies to potentially reduce your tax burden. Our communications keep you updated. Subscribe now ...
06/01/2026

Explore innovative strategies to potentially reduce your tax burden. Our communications keep you updated. Subscribe now for tips at https://monkeylink.co/2496c8

05/29/2026

List your assets and liabilities annually to track financial progress and spot trends.

Address

4565 Benedum Drive
Bridgeport, WV
26330

Telephone

+13046263900

Website

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