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Comprehensive Wealth Planning at Beacon Wealth Management

Comprehensive Financial Planning Tailored to Organize, Simplify, and Align Your Wealth

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At Beacon Wealth Management, financial planning is about simplifying your finances and aligning them with your goals. Our retirement redzone advisory process integrates all aspects of your wealth into a personalized financial vault, offering clarity and organization. This comprehensive approach is designed to help you understand and manage your financial picture.

Comprehensive Wealth Planning
Focused on Your Unique Goals and Needs

A Plan Just for You

We’ll work together to build a financial approach that reflects your life, your goals, and what matters most to you.

Everything in One Place

From retirement to taxes and investments, we help connect all the dots so your finances feel clear and manageable.

Always Evolving With You

Life changes, and so does your plan. We stay connected to adjust and keep things on track as your needs grow and shift.

A Team You Can Count On

You’ll have access to a network of caring professionals ready to support you and simplify even the trickiest financial details.

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.

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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.

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Smart Solutions for Every Stage of Your Financial Journey

Retirement Income Planning

Guidance designed for individuals nearing or in retirement, focusing on income strategies and maintaining financial stability during this transition.

Tax-Efficient Strategies

Explore ways to reduce your tax burden through careful planning, leveraging deductions, and optimizing your financial structure.

Estate and Legacy Planning

Create a plan to protect your assets, ensure your wishes are honored, and leave a meaningful legacy for your loved ones or causes you care about.

Investment Portfolio Management

Develop a diversified portfolio aligned with your goals, balancing growth opportunities and risk to suit your stage in life.

Business Transition Planning

Support for entrepreneurs planning to sell or transition their business, with strategies for tax management, legacy planning, and family considerations.

Risk Mitigation and Health Care Planning

Protect your future with tailored risk mitigation and health care planning strategies, designed to address uncertainties and ensure comprehensive coverage for life's unexpected challenges.

Ready to take the first step toward simplifying and organizing your financial life?

Request your 15-minute discovery call today and explore how our personalized approach can help align your wealth with your goals.

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Use these six estate planning steps to prepare plans for your assets and your family members, too.

Estate Planning Essentials: How to Protect Your Legacy and Your Loved Ones

Thinking about the future can be tough, especially when it comes to topics like mortality. However, planning ahead is important. After all the effort you’ve put into building your wealth and assets, it’s only natural to want to make sure everything is handled the way you’d like when you’re no longer able to manage it yourself. Estate planning lets you spell out your wishes and makes certain they’re followed. Plus, it helps avoid potential family disputes and keeps your financial matters private. If you haven’t started yet, now’s a good time to think about these six estate planning steps

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Understanding annuities may help you add a useful tool to your retirement portfolio, but this won’t be the right option for every retiree.

The Pros and Cons of Annuities in a Retirement Portfolio

When building your retirement portfolio, it’s important to explore a variety of financial tools, and annuities often come up in these discussions. Understanding annuities is crucial because they can serve as both an asset and a potential source of income throughout your retirement. However, like any financial product, annuities have their own set of pros and cons. Some people appreciate the steady income they provide, while others find the fees or lack of liquidity a drawback. In this article, we’ll break down how annuities work and explore the different types, so you can decide if incorporating them into your

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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

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Comprehensive Wealth Planning
Frequently Asked Questions

GET STARTED TODAY

What is Beacon Wealth Management’s approach to financial planning?

At Beacon Wealth Management, our financial planning services focus on simplifying and organizing your financial life. We use a comprehensive approach, integrating all aspects of your wealth into a cohesive strategy. Our retirement redzone advisory process aims to help align your financial pieces, providing clarity and direction.
he personal financial vault is a secure, personalized website where you can view and manage your entire financial picture in one convenient place. This user-friendly platform gives you greater insight into your financial situation by organizing all aspects of your wealth. The service aims to simplify complex finances, assisting you in making informed decisions aligned with your goals.
Getting started is easy—schedule a 15-minute discovery call with our team. This call is an opportunity to discuss your needs, learn about our process, and explore how we can help organize and align your financial life with your goals. 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.
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Wealth Portal Access

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

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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.

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