The BWM Client Experience
High-Touch Client Experience
For over 25 years, John Halterman and Beacon Wealth Management have worked with select individuals in the Retirement Red Zone, entrepreneurs, and professional practitioners in the greater Bridgeport, West Virginia area, as well as across the country. Our high-touch, client-focused wealth management makes us the first call for affluent investors looking to strengthen their financial health holistically and intentionally.
We genuinely care about your success and well being. As your trusted wealth advisory team, our core belief is founded on delivering a strong client experience while keeping proactively engaged in a personal relationship with you.
We understand people are constantly on the go and life constantly evolves. We realize everyone’s preference for processing information and communications are completely different. That’s why we feel it is more important than ever to make sure you have plenty of diverse and easy opportunities to stay connected with us.
BWM Client Perks:
We strongly encourage you to take advantage of the many ways we plan to build a strong, lifelong relationship with you and your loved ones. By being an active participant, our relationship will constantly grow, along with our confidence in each other. This will allow you to maximize your Beacon Wealth Client Experience.
Freedom of Choice.
There is nothing cookie-cutter about us. As an independent, privately-owned wealth consulting firm, we are free from both public shareholder demands and bottom-line corporate profits, which gives us the freedom to put you first.
Allows us to be genuinely relationship-driven, so we can care about your success and focus on your individual needs.
Allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies.
Allows us to be free from public shareholder demands and bottom-line corporate profits.
In order to facilitate our regulatory compliance and assure our advisors adhere to all securities laws and regulations; we have chosen to be affiliated with an independent, privately-owned RIA firm and broker-dealer that also has no proprietary products or quotas.