(304) 741-1361
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JOHN T. HALTERMAN
Certified Wealth Strategist
Travels From
Clarksburg, WV
Topics
State of the Economy, Global Uncertainty, 12 Biggest Retirement Issues, Getting Your Financial House in Order, Tax Reduction Strategies, Achieving Financial Independence, Family Legacy and Estate Planning, Investment Strategies, Planning for Retirement, College Education Funding, Retirement Plan Options for Business Owners, the Psychology of Investing

 

John Halterman is the founder and owner of Beacon Wealth Management, a firm that prides itself above all else on its strong, personal relationship with each client.

John has built Beacon Wealth Management through a meticulous work ethic and a servant's mentality.  Our clients take great comfort in our team's commitment to listening and understanding their feelings toward money and life. Only then can we develop a customized family roadmap to deal with the financial issues that keep them awake at night. 

John has worked extensively in the field of wealth management since 1994.  He is a Certified Wealth Strategist and a member of Ed Slott's Elite advisor team.  Through his hard work and diligence, John has been honored as a top 5 member of the Sammons Leaders Group since 2004.

John is a native of Weston, West Virginia, and served in the United States Air Force.  He is also a Continuing Education provider for the West Virginia Teacher's Retirement Plan and has conducted hundreds of public educational workshops on financial planning and wealth management.  John is also the host of WDTV's "Your Money with Beacon Wealth Management," a weekly segment on the evening news.

John and his family currently reside in Clarksburg, WV.  He and his wife Lisa have been married since 2005.  They have two children, Lyza (age 5) and Eli (age 3), and a dog named Lulu.  John enjoys racquetball and spending quality outdoor time with his family.  He is an active member of the Immaculate Conception Church in Clarksburg. 

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