Our Services

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.

Every person’s finances are a puzzle that can only be solved through active listening. Once we have reached a deep understanding of all the dynamics that affect your life, the advice part of your wealth strategy begins.

Our holistic wealth strategy enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle work harmoniously together with one simple goal. To provide advice and strategies that align the money you have with the life you want to live and the legacy you want to provide.

We specialize in helping solve the four major wealth challenges facing affluent families including:

RETIREMENT & INVESTMENT ADVISORY

Investment Portfolio Management

  • Retirement Planning
  • Retirement Lifestyle & Income Planning
  • Education Planning
  • Employee Benefits Analysis & Pension Advice

TAX REDUCTION STRATEGIES

Tax Optimization Strategies on…

  • Retirement Planning
  • Retirement Lifestyle & Income Planning
  • Education Planning
  • Employee Benefits Analysis & Pension Advice

FAMILY PROTECTION

Income Protection Against Catastrophic Events such as…

  • Death
  • Disability
  • Long-Term Care
  • Extended Illnesses

ESTATE & LEGACY PLANNING

Maximization of Wealth Transfer to Heirs 

  • Minimization Estate Taxation
  • Probate Avoidance
  • Asset Protection
  • Legacy Protection

How Our DARE Process Works

We’ve been successfully helping folks like you for a long time…just under 30 years to be exact.  Over that time we’ve perfected our process to give our clients the guidance they need to find confidence and clarity with their investments.  

It’s called DARE…as in DARE To LIVE More & Worry Less In Retirement.  Here’s how it works at the 50,000 ft level.

Discover

STEP 1: In our discovery session, we will establish an exact understanding of what you want to accomplish, where you are now and your feelings toward money.

Analyze

STEP 2: Using our proven process and systems we analyze to simplify and organize your entire financial situation so you can finally see everything in one place. It's streamlined, optimized and organized like never before. We believe you'll have more financial confidence knowing you're on top of everything.

Recommend

STEP 3: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where the strategy recommendations come together to accomplish the goals you have and have the impact you've dreamed of.

Elevate

STEP 4: As life unfolds, we will work hard to continue elevating the quality of your life. We will always remain highly engaged with you to maintain a current understanding of your family dynamics and financial needs. We will constantly be reviewing your strategy’s progress relative to what you want to accomplish. We will adjust your strategy as your life evolves.