Your Financial Summit Begins Here.
You’ve built real success — now it deserves real structure. The Financial Summit Map gives you a disciplined, process-driven path to gain clarity, reduce taxes intelligently, protect what you’ve built, and create lasting impact — without guesswork or winging it.
John Halterman, Certified Wealth Strategist, has been featured on….
Business Owners
Self-made entrepreneurs and family-owned operators who’ve spent years building something real — now looking to protect their business value, reduce taxes, prepare for eventual transition, and create a retirement that reflects their life’s work.
Professional Practitioners & High Earners
Physicians, attorneys, engineers, executives, and consultants with demanding careers and high incomes — needing coordinated planning across taxes, benefits, investments, and long-term goals.
Responsible Retirement Saver
Individuals and couples who have steadily built $500K+ through discipline and consistency — ready for a clear, tax-aware plan to turn savings into reliable income and a secure legacy.
The Financial Summit Map
When Your Financial Life Gets More Complex, Guessing Is No Longer an Option
A proven, four-milestone, process-driven path that brings clarity to complexity, protects what matters most, and ensures your success creates lasting impact.
We organize your entire financial life into one secure portal, establish a clear vision, and identify the challenges that must be addressed before meaningful advice begins
We design a segmented investment strategy and tax-aware plan that supports your lifestyle, manages risk, and reduces taxes—so your money works with purpose, not guesswork.
We protect your family against incapacity, long-term care needs, and loss of income, while thoughtfully planning gifting strategies for children, grandchildren, and education.
We secure your legacy through estate planning and elevate your wealth with advanced tax, asset protection, charitable, and succession strategies for long-term impact.
A Well-Planned Financial Summit Map Provides You With Greater FREEDOM.
Money and planning shouldn’t be confusing. But the financial world often makes it that way. If you’re unsure whether you’re paying too much in taxes or if your plan really supports your goals, we’re here to help. We’ll take a clear look at where things stand, spot what’s missing, and build a plan that fits your life and future.
Ready to take control?
Connect With Us and Get Your Financial Summit Map.
Beacon Wealth Management CEO John Halterman discusses the importance of having a comprehensive strategy and the tested Beacon Wealth process with Jack Canfield in their Hollywood Live Interview
The BWM Summit Difference
How we help successful individuals and families reach clarity, confidence, and control over their entire financial life. It’s built on eight principles that work together to guide you forward—step by step—without pressure, guesswork, or fragmentation.
LET’S HAVE A CONVERSATION
REQUEST YOUR 15 MINUTE DISCOVERY CALL
Just as you’re selective about who you trust with your savings, we’re committed to working with clients we can genuinely support. This brief call helps us determine if we’re the right fit for each other. The BWM Guided Journey to the Financial Summit™ will help you stay organized, gain clarity, institute proven strategies, and create lasting impacts across generations.
Get Your Financial Summit Map!
EDUCATIONAL RESOURCES FOR RETIREES
Access a wide range of resources from Beacon Wealth Management, including podcasts, TV segments, articles, and more, all curated to keep you informed on financial strategies and insights.
Creating a Retirement Strategy That Aligns with Your Life Goals
Planning for retirement isn’t just about reaching a financial milestone—it’s about designing a future that reflects your values, lifestyle preferences, and long-term priorities. A retirement strategy aligned with personal goals takes into account more than just numbers on a page. It integrates your vision for retirement with financial planning tools that adapt as life evolves. At Beacon Wealth Management, we believe that retirement planning should be as individual as the people it supports. We work with clients to develop strategies that reflect their financial circumstances, family considerations, and aspirations for the next phase of life.
The DARE Approach to Financial Planning: How We Provide a Tailored Strategy
At Beacon Wealth Management, we believe wealth strategy should be as unique as the individuals we serve. For nearly 30 years, our team has been working with select clients in the Retirement Red Zone, as well as entrepreneurs and professional practitioners, providing high-touch, client-focused wealth management across the greater Bridgeport, West Virginia area and beyond. Our approach centers on building holistic financial strategies tailored to each client’s needs. Through our time-tested process, the BWM Retirement Red Zone Advisory Process, or the DARE approach—Discover, Analyze, Recommend, and Evolve—we strive to simplify the financial journey and guide clients with care and
Tax Planning for Generational Wealth: Strategies to Minimize Taxes and Preserve Assets
When you’ve worked hard to build your family’s wealth, it’s essential to take steps to protect those assets and strategize so they can benefit future generations. Generational wealth goes beyond simply passing down financial resources—it’s about creating a lasting legacy that can provide for your family for years to come. One of the biggest hurdles in preserving generational wealth is navigating complex tax regulations. Smart tax planning is crucial to protecting and growing your wealth across multiple generations, but it often requires detailed and thoughtful strategies. In this article, we’ll explore ways to minimize tax burdens and help strengthen
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Simplifying Social Security and Optimizing Retirement Benefits
Your Guide to Social Security: Discover how to optimize benefits and make smart retirement decisions. Download expert tips now!
Catch John’s latest episodes of Wisdom to Wealth Sundays, Mondays, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.
Join John Halterman of Beacon Wealth Management for insights on wealth management, retirement, and smart financial strategies to help you build a confident future.
