Beacon Wealth Management Draws Crowd for Medicare Planning Event Focused on 2026 Changes
Bridgeport, WV – October 28, 2025 – Beacon Wealth Management continues to guide West Virginians on the journey to a confident retirement with another Wisdom 2 Wealth Luncheon success story. On October 24, 2025, community members filled the event space for an insightful and engaging session on “Medicare Planning: What’s Changing and What You Need to Know for 2026.” With sweeping updates to Medicare on the horizon, attendees learned how to stay ahead of the changes, avoid costly mistakes, and align their healthcare decisions with their overall retirement plan. Guest expert Tandra Freed delivered an engaging, easy-to-understand presentation on […]
Beacon Wealth Management’s Ryan Grogg Earns Prestigious Accredited Investment Fiduciary® (AIF®) Designation
Bridgeport, WV – October 6, 2025 – Beacon Wealth Management is proud to announce that Wealth Advisor Ryan Grogg has earned the Accredited Investment Fiduciary® (AIF®) designation, a distinguished credential that highlights advanced expertise in fiduciary responsibility and investment best practices. The AIF® designation reflects Grogg’s commitment to providing more than standard financial guidance. He specializes in family wealth and business advisory, working closely with professionals, business owners, and responsible savers who benefit from a hands-on, personalized approach. This certification underscores his dedication to serving clients with transparency, trust, and a higher level of care tailored to their unique […]
Wisdom 2 Wealth Event Inspires Attendees to Harness Health on the Journey to the Summit
Bridgeport, WV – September 30, 2025 – On Friday, September 26, Beacon Wealth Management welcomed clients, friends, and community members for an energizing Wisdom 2 Wealth event, The Three Vitality Factors, featuring Drs. Lucas and Amy Watterson of Mountain State Wellness. In keeping with Beacon Wealth’s mission of guiding individuals on their journey to the summit of financial and personal well-being, the event went beyond dollars and cents—focusing instead on the power of health, energy, and vitality as key drivers to a fulfilling retirement and unscripted life. Guests discovered the Three Vitality Factors—a practical, holistic framework designed to help […]
From Trails to Treasures: Beacon Wealth Management Brings West Virginia Adventures to Life
Bridgeport, WV – August 18, 2025 – On Friday, August 15, Beacon Wealth Management threw open the doors of its Bridgeport office and invited clients, friends, and community members to step into something bigger than finance: Wisdom 2 Wealth: West Virginia Adventures. The experience was led by Senior Wealth Strategist John Halterman, often called the “unofficial King of West Virginia Adventures. True to his reputation, Halterman took guests on a journey through the Mountain State’s hidden gems—unforgettable trails, breathtaking overlooks, and bucket-list spots you just can’t miss. Attendees walked away with more than travel tips; they left with a renewed sense […]
John Halterman and the Beacon Wealth Management Team Hosts Packed Wisdom 2 Wealth Event Event on Taxes, Legacy Planning, and the Big Beautiful Bill
Bridgeport, WV – July 28, 2025 – Bridgeport-based Beacon Wealth Management welcomed a full-capacity crowd at its highly anticipated Wisdom 2 Wealth: Taxes and Legacy Planning event, held Friday afternoon at the Beacon Wealth Management office. This educational event drew retirees, pre-retirees, and families eager to protect their financial future while gaining a deeper understanding of tax-smart strategies and legacy planning essentials. From reducing retirement tax burdens to protecting generational wealth, the afternoon offered insight, guidance, and confidence. A major highlight of the presentation was an easy-to-understand overview of the widely discussed Big Beautiful Bill — a federal tax […]
BEACON WEALTH MANAGEMENT HOSTS BLOOMING SUCCESS WITH WISDOM 2 WEALTH: GARDENING EVENT
Bridgeport, WV – May 30, 2025 – John Halterman and the Beacon Wealth Management team welcomed the season in full bloom with a vibrant and joy-filled Wisdom 2 Wealth: Gardening event, focused on container flowers at their Bridgeport office. Attendees gathered for an inspiring and hands-on afternoon led by gardening expert Gayle Rubino, who shared her signature tips and techniques for creating eye-catching container gardens. The event featured a live demonstration where guests learned how to design floral arrangements using color, texture, and balance—perfect for brightening up any outdoor space. In true Wisdom 2 Wealth fashion, the event blended […]
WV-BASED PROFESSIONALS HELP FAMILIES PLAN FOR THE FUTURE
Bridgeport, WV – May 14, 2025 – John Halterman and the Beacon Wealth Management team recently partnered with Seamon Law to host a special event designed to help people better understand the importance of estate planning and how it can protect their financial future. The event, Wisdom 2 Wealth: Estate Planning, took place at the Bridgeport-based Beacon Wealth Management office, bringing together clients, legal professionals, and financial guides for an informative session filled with practical tips and advice. Presented by Doreen Seamon, founder of Morgantown-based Seamon Law and a trusted voice in estate planning, the event offered valuable guidance […]
JOHN HALTERMAN EARNS CAMBRIDGE 2025 CIRCLE OF EXCELLENCE
Bridgeport, WV – February 20, 2025 – Beacon Wealth Management is proud to announce that John Halterman has qualified for the prestigious 2025 Circle of Excellence, an esteemed recognition awarded by Cambridge Investment Research, Inc. (Cambridge). This achievement highlights John’s exceptional leadership, unwavering commitment to client success, and dedication to Cambridge’s core values of integrity, commitment, flexibility, and kindness. The Circle of Excellence is Cambridge’s highest-level distinction, honoring financial professionals who exemplify an independent, service-driven mindset while prioritizing the financial well-being of their clients. This elite recognition not only celebrates industry leadership but also provides exclusive opportunities for top […]
JOHN HALTERMAN ATTENDS ADVISORCON 2025
Bridgeport, WV – January 27, 2025 – Distinguished wealth advisor John Halterman attended AdvisorCon 2025, marking a change in his usual role at the premier conference. After serving as a speaker for the past three years and earning the “Most Requested Speaker” award each year, Halterman participated in this year’s event as an attendee, fully immersing himself in the learning and networking opportunities. AdvisorCon 2025, held this year in the sunny skies of San Juan, Puerto Rico, is a two-day, exclusive gathering that brings together over 100 of North America’s most innovative minds in the wealth advisory industry. The […]
