JOIN US AT THE FINANCIAL SUMMIT
With 30+ years serving the great people of West Virginia and beyond
our proven 4-step Guided Journey to the Financial Summit™
takes a clear look at where things stand, spots what’s missing,
and builds a plan that fits your life and future.
John Halterman, Certified Wealth Strategist, has been featured on….
Second-Half Journeyers
We specialize in serving you, your family, and the people you love. We help you protect what you’ve built, prepare for life’s uncertainties, transfer wealth efficiently, and design strategies to ensure your wealth creates lasting impact across generations and communities.
Responsible Savers
Although our clients may not identify as “rich,” they have prepared to reach the Financial Summit through a lifetime of responsible saving and sacrifices.
Expert Guidance
Considerate and respectful individuals who prioritize expertise and collaboration. They understand that a successful climb to the Financial Summit is impossible to make alone.
BASECAMP IS NOT THE DESTINATION.
IT'S THE FIRST STEP TO THE FINANCIAL SUMMIT.
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.
