Beacon Wealth Management

Bridgeport, West Virginia

Call (304) 626-3900 Visit website →

About

Beacon Wealth Management, based in Bridgeport, West Virginia, serves business owners, high-income professionals, and established savers with investment management and wealth planning services. The firm operates through a structured four-phase planning methodology addressing financial organization, tax strategy, family protection, and estate planning, with John Halterman serving as a principal. The firm targets clients with $500,000 or more in assets and emphasizes a process-driven approach to coordinating investments, tax considerations, and long-term financial goals.

Specialties

Investment Management Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

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