— Contact —

Contact Beacon Wealth Management

Every financial journey is unique. Reach out and our team will help you take the next step, whether you are planning for retirement, managing your wealth, or seeking tax-efficient strategies.

Business Hours

Monday through Friday, 8 AM to 4 PM

By appointment only

Send us a message

We will reply within one business day.

Thank you

Your message has been sent. A member of our team will be in touch within one business day.

Something went wrong

Please try again, or call us directly at (304) 626-3900.

— What to Expect —

What happens after you reach out

Contacting Beacon Wealth Management starts with a short, complimentary discovery call from our Bridgeport, West Virginia office, usually scheduled within one business day; we listen first, tell you honestly whether we are the right fit, and only then begin the four-step Guided Journey that produces your written Financial Summit Map.

Discovery call

Fifteen to twenty minutes. What you are working toward, what is on your mind, and whether our approach fits. No presentation, no obligation.

Understanding

A longer meeting, in person or by video, where we gather the full picture: accounts, income sources, taxes, insurance, estate documents, and the people the plan is for.

Identification

We review everything against one projection and identify the gaps and risks across all six planning areas.

Recommendation and Actions

You receive your written Financial Summit Map, we implement it together, and we review it on a schedule.

— Common Questions —

Before you call

What happens after I contact Beacon Wealth Management?

A member of the team replies within one business day to schedule a short discovery call. On the call we listen first: what you are working toward, what is on your mind, and whether our approach is a fit. There is no presentation and no obligation. If it makes sense to continue, the next step is the Understanding meeting that begins the Guided Journey.

Where is Beacon Wealth Management located?

Our office is at 4565 Benedum Drive in Bridgeport, West Virginia, just off Interstate 79 near the Clarksburg and Fairmont exits. We meet with clients in person throughout north-central West Virginia and by video for families elsewhere in the state and beyond.

Do I need to bring anything to a first meeting?

Nothing for the discovery call. If we move to the Understanding meeting, we will ask for recent account statements, your Social Security estimates, the last two years of tax returns, insurance policies, and any existing estate documents, so the plan is built from your real numbers.

Is there a cost for the first conversation?

No. The discovery call is complimentary and carries no obligation. Any fees for advisory services are disclosed in writing before an engagement begins, in Form ADV Part 2A and Form CRS, and we will tell you which capacity applies to any recommendation.

Who will I be working with?

Founder and Senior Wealth Advisor John T. Halterman leads every client relationship, supported by the Beacon team. John holds the Certified Wealth Strategist, AIF, CEP, ChFEBC, and RFC designations and has spent twenty-five years explaining second-half financial decisions in plain language.

What are Beacon Wealth Management's hours?

Monday through Friday, 8 AM to 4 PM, by appointment. Call (304) 626-3900, email info@bwmwv.com, or use the form on this page and we will reply within one business day.

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.