Wealth Portal Access
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ABOUT US

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. With a commitment to excellence, our team of experienced advisors offers tailored solutions to meet the unique needs of each client.

Ready to take control? Connect with us to start building a plan for a confident retirement.

Let's Talk
Explore Our Process

We help select individuals in
The Retirement Redzone (age 50-80)

We are a Fiduciary
We are legally committed to prioritizing your interests above all else. We take this responsibility seriously and strive to provide you with the highest level of care.
We specialize in retirees and soon-to-be
Ensuring we excel in this area rather than being average at many.
We are product-neutral
We maintain a product-neutral stance, meaning we have no sales agenda. Our focus is solely on a solutions-driven process centered around you.
We work as a team to serve our clients
Our team collaborates to serve our clients effectively. Clients benefit from our extensive hands-on experience. By combining our resources and knowledge, we deliver high-quality advice while ensuring a high-quality experience for our clients.
We have a clear and transparent fee structure
Percentage-based advisory fees ensure that our goals are aligned with yours—after all, we share a common interest in growing and safeguarding your assets. Simply put, your success is our success. When you thrive, we thrive! This partnership motivates us to work diligently for your financial well-being.  Commission-based services are also available for suitable clients

Meet Our Sr. Wealth Advisor

John Halterman

Certified Wealth Strategist

John Halterman, founder of Beacon Wealth Management, is a seasoned wealth strategist, best-selling author, and frequent guest on major networks. He specializes in guiding entrepreneurs, professionals, and retirees through complex financial challenges, offering expertise in tax reduction, investment risk management, and wealth transfer.

Learn More About John
Meet the Team
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MEET YOUR DEDICATED TEAM

Lisa Halterman

Director of Operations

Ryan Grogg

Wealth Advisor - Community Development

Tara Kennedy

Client Support Coordinator – Service Requests

Kim Bryant

Communications Manager

Katie Halterman

Chief Comfort Officer

Laura Brownfield

Licensed Client Support Associate / Relationship Manager

Nick Roberts

Licensed Client Support Associate — New Accounts

Hanna Lipscomb

Client Support Coordinator

Our Mission

Our mission is to empower retirees and soon-to-be retirees to achieve financial success through comprehensive, client-centered wealth management services. We are committed to building long-lasting relationships rooted in trust, integrity, and personalized care. With our expertise, you can take charge of your financial future with confidence.

Community Involvement

It’s ingrained in our firm’s culture to serve others as we strive to make a difference in people’s lives – and it inspires the work we do for our clients. Our commitment to service extends into our communities.

Many of our team members actively volunteer or donate to various nonprofit groups and foundations.

READY TO ALIGN YOUR FINANCES WITH YOUR LIFE GOALS?

LET'S TALK.

Our discovery call is designed to connect and understand what you’re looking for in financial guidance. Let’s discuss your priorities and see if our approach aligns with your goals. Schedule your call to begin planning for what matters most.
Book A Call
Wealth Portal Access

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE,  KY, CA and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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