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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
JOHN HALTERMAN EARNS CAMBRIDGE 2025 CIRCLE OF EXCELLENCE
Bridgeport, WV – February 20, 2025 – Beacon Wealth Management is proud to announce that John Halterman has qualified for the prestigious 2025 Circle of Excellence, an esteemed recognition awarded by Cambridge Investment Research, Inc. (Cambridge). This achievement highlights John’s exceptional leadership, unwavering commitment to client success, and dedication to Cambridge’s core values of integrity, commitment, flexibility, and kindness. The Circle of Excellence is Cambridge’s highest-level distinction, honoring financial professionals who exemplify an independent, service-driven mindset while prioritizing the financial well-being of their clients. This elite recognition not only celebrates industry leadership but also provides exclusive opportunities for top
JOHN HALTERMAN ATTENDS ADVISORCON 2025
Bridgeport, WV – January 27, 2025 – Distinguished wealth advisor John Halterman attended AdvisorCon 2025, marking a change in his usual role at the premier conference. After serving as a speaker for the past three years and earning the “Most Requested Speaker” award each year, Halterman participated in this year’s event as an attendee, fully immersing himself in the learning and networking opportunities. AdvisorCon 2025, held this year in the sunny skies of San Juan, Puerto Rico, is a two-day, exclusive gathering that brings together over 100 of North America’s most innovative minds in the wealth advisory industry. The
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Join John Halterman of Beacon Wealth Management for insights on wealth management, retirement, and smart financial strategies to help you build a confident future.
