Wealth Portal Access
LET'S TALK

Investment Planning at Beacon Wealth Management

Customized Investment Strategies Aligned with Your Goals and Financial Future

Schedule a Call

Investment planning at Beacon Wealth Management focuses on creating personalized strategies that align with your goals, risk tolerance, and financial objectives. We consider time horizon, market conditions, and your broader financial plan to build a portfolio tailored to your needs. Our process integrates seamlessly with retirement and financial planning services.

Investment Planning
Focused on Your Unique Goals and Needs

Grow Your Wealth Thoughtfully

Investment planning helps your money grow in ways that align with your goals, so you’re always building toward what matters most to you.

Stay on Track Through Life’s Changes

Life happens, and your goals evolve. Investment planning adapts to keep you moving forward, no matter what twists and turns come your way.

 

Balance Risk and Reward

A personalized investment plan finds the right mix of opportunities and safeguards, so you can grow your wealth with confidence and clarity.

Invest with Purpose

Your investments should reflect your values and goals. With intentional planning, every dollar has a purpose that supports your vision for the future.

Get ahead of year-end stress with our Midyear Tax Planning Guide. Stay proactive with key updates on tax law changes, retirement contributions, charitable giving, and estate planning—plus practical tips and checklists to help you make smarter decisions before year-end.

GET YOUR FREE GUIDE

Midyear Guide to Tax Planning

Get ahead of year-end stress with our Midyear Tax Planning Guide. Stay proactive with key updates on tax law changes, retirement contributions, charitable giving, and estate planning—plus practical tips and checklists to help you make smarter decisions before year-end.

DOWNLOAD GUIDE

Smart Solutions for Every Stage of Your Financial Journey

Portfolio Alignment
Structure investments to match your financial goals, time horizon, and priorities for growth or preservation.
Risk Assessment
Evaluate your risk tolerance to design a balanced portfolio that reflects your comfort level and financial objectives.
Time Horizon
Incorporate your investment timeline into planning, addressing both short-term needs and long-term growth objectives.
Diversification Strategy
Build a diversified portfolio across asset classes to manage market fluctuations and support consistent performance over time.
Ongoing Monitoring
Regularly review and adjust your portfolio to keep it aligned with changing market conditions and life circumstances.
Integrated Planning
Align your investment strategy with broader financial plans, including retirement and tax planning, for a cohesive approach.

Take the first step

REQUEST YOUR 15 MINUTE DISCOVERY CALL TODAY!

Schedule today to learn how we can help structure your income and align it with your goals for this next chapter.
Book a Call

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

Read More ►
Assessing your small business financial health can help entrepreneurs like you course-correct and strengthen your bottom line.

Assess the Strength of Your Small Business’s Financial Health in Five Steps

Running a small business demands a lot of dedication, with much of your time spent managing daily tasks and keeping things running smoothly. With all that on your plate, it can be tough to focus on the bigger picture—especially your small business financial health. Yet, staying on top of your business’s financial well-being is crucial. In this article, we’ll outline five practical steps to help you evaluate the financial health of your business, so you can make adjustments when necessary and stay prepared for future growth opportunities.

Read More ►

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

Read More ►

Investment Planning
Frequently Asked Questions

GET STARTED TODAY

What is investment planning, and why is it important?

Investment planning is the process of aligning your financial resources with your goals through a tailored portfolio strategy. It involves selecting investments that match your risk tolerance, time horizon, and long-term objectives. By creating a personalized plan, investment planning helps ensure your assets are managed effectively and integrated with your broader financial strategy.
At Beacon Wealth Management, we start by understanding your unique circumstances, including your financial goals, risk tolerance, and investment timeline. Using this information, we create a customized portfolio strategy designed to reflect your priorities. Our investment planning also integrates with your overall financial and retirement plans, with the goal of ensuring a cohesive approach to managing your wealth.
Getting started is simple—schedule a 15-minute discovery call with our team. During this conversation, we’ll learn about your financial goals, discuss your current situation, and explain how our personalized investment planning process can support your objectives. Request your discovery call today to begin the conversation

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]

Facebook-f Linkedin

STAY IN THE LOOP

Subscribe to our email list for regular updates on financial strategies, market trends, and tips designed to help you stay on top of your financial journey. Join now and never miss an update!
SIGN-UP

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.

© All Rights Reserved 2025

powered by Illuminated Advisors

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Beacon Wealth Management.

Skip to content