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

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

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

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

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

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