THE ADVENTURE BEGINS WITH RETIREMENT
With 30+ years serving retirees and near retirees
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 built a retirement nest egg of at least $500,000 through a lifetime of responsible saving and sacrifices.
Expert Guidance
RETIREMENT IS NOT THE DESTINATION.
IT'S THE START OF YOUR NEXT JOURNEY.
A Well-Planned Retirement 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 Retirement 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 Beacon Wealth
Difference
At BWM, providing exceptional service drives everything we do. We are committed to creating a purposeful, highly-engaging and uniquely-personalized client experience for thoughtful investors. The BWM Guided Journey to the Financial Summit™ will help you stay organized, gain clarity, institute proven strategies, and create lasting impacts across generations.
Fiduciaries
Team Approach
Fee-Based
Credentialed
Client Focused
Comprehensive
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 Retirement 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.
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
Investment Tax Management: Balancing Portfolio Growth and Tax Efficiency
When it comes to investing, finding the right balance between growing your portfolio and being smart about taxes is key. The truth is that investment tax management can play a significant role in boosting your overall returns by reducing the amount of taxes you owe. Whether you’re focused on capital gains, dividends, or other taxable events, understanding how to minimize your tax burden while still aiming for strong portfolio growth is crucial. In this guide, we’ll explore practical strategies to help you optimize your portfolio for tax efficiency without giving up on growth potential. It’s all about keeping more
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.
