Wisdom 2 Wealth Event Inspires Attendees to Harness Health on the Journey to the Summit

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 individuals:

  • Spinal Alignment
    • The Nervous system is the master system
  • Nutritional Sufficiency
    • Proper Nutrition Prevents Disease
  • Nutritional Purification
    • Dangerous Toxins Destroy Tissues

Drs. Lucas and Amy Watterson shared natural, science-backed strategies for living with more purpose and vitality—without the burden of extreme diets or unnecessary medications.

“Just as climbing a mountain requires strength, focus, and preparation, so does the journey to retirement and beyond,” said John Halterman, Senior Wealth Advisor of Beacon Wealth Management. “This event reminded us that financial security is only part of the summit. True wealth is living with health, energy, and the freedom to enjoy every adventure.”

Beacon Wealth Management’s Wisdom 2 Wealth series continues to inspire and educate, offering tools and insights for navigating retirement with confidence.

Don’t miss the next step in your journey. Visit bwmwv.com/events to see upcoming events and reserve your spot on the path toward a stronger, healthier, and more fulfilling future.

About John Halterman and the Beacon Wealth Management Team

At John Halterman and the Beacon Wealth Management Team, we believe the adventure begins with retirement — and we’re here to help you live life unscripted. Our experienced team specializes in guiding individuals and families through the critical years leading up to and through retirement. We provide personalized, client-focused strategies designed to help people move forward with clarity and confidence. Rooted in trust, integrity, and care, we build lasting relationships while helping clients protect what they’ve worked hard for and create a financial future they can feel good about.

 

Discover how Beacon Wealth’s DARE approach creates a tailored financial plan in West Virginia to simplify your financial journey.

The DARE Approach to Financial Planning: How We Provide a Tailored Strategy

At Beacon Wealth Management, we believe wealth strategy should be as unique as the individuals we serve. For nearly 30 years, our team has been working with select clients in the Retirement Red Zone, as well as entrepreneurs and professional practitioners, providing high-touch, client-focused wealth management across the greater Bridgeport, West Virginia area and beyond. Our approach centers on building holistic financial strategies tailored to each client’s needs. Through our time-tested process, the BWM Retirement Red Zone Advisory Process, or the DARE approach—Discover, Analyze, Recommend, and Evolve—we strive to simplify the financial journey and guide clients with care and

Read More
When you include tax planning strategies to preserve your family’s generational wealth, you can impact your family for generations to come.

Tax Planning for Generational Wealth: Strategies to Minimize Taxes and Preserve Assets

When you’ve worked hard to build your family’s wealth, it’s essential to take steps to protect those assets and strategize so they can benefit future generations. Generational wealth goes beyond simply passing down financial resources—it’s about creating a lasting legacy that can provide for your family for years to come. One of the biggest hurdles in preserving generational wealth is navigating complex tax regulations. Smart tax planning is crucial to protecting and growing your wealth across multiple generations, but it often requires detailed and thoughtful strategies. In this article, we’ll explore ways to minimize tax burdens and help strengthen

Read More
Dive into the essentials of investment tax management, focusing on optimizing your portfolio for better tax efficiency and sustained growth.

Investment Tax Management: Balancing Portfolio Growth and Tax Efficiency

When it comes to investing, finding the right balance between growing your portfolio and being smart about taxes is key. The truth is that investment tax management can play a significant role in boosting your overall returns by reducing the amount of taxes you owe. Whether you’re focused on capital gains, dividends, or other taxable events, understanding how to minimize your tax burden while still aiming for strong portfolio growth is crucial. In this guide, we’ll explore practical strategies to help you optimize your portfolio for tax efficiency without giving up on growth potential. It’s all about keeping more

Read More

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