3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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600 Hamilton St.
Suite 900
Allentown,
PA
18101
Phone: 610.865.2600
Mon–Fri, 8:30 am–5 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
Our Allentown financial advisors specialize in providing retirement plan advisory services to corporate fiduciaries, comprehensive wealth management services to high-net-worth investors, corporate executives, successful entrepreneurs, and investment advisory services to endowments and foundations.
Chris Butz, ChFC®, CFP®
Principal,
Financial Advisor
David Cacciabeve
Financial Advisor
Jim Edwards, AIF®
Principal,
Financial Advisor
Jeff Evans, CBFA, CEBS
Senior Financial Advisor
John Hopkins, CPC
Vice President,
Financial Advisor
Jennifer Kelly, AWMA®
Client Relationship Manager
Jeff Loehwing, PRP
Senior Vice President,
Financial Advisor
Marcus Magyar, BFA™, CFP®
Vice President,
Financial Advisor
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Brendan Nosovitch
Financial Advisor
Wes Schantz, ChFC®
Principal,
Financial Advisor
David Will, AIF®, CFA®
Vice President,
Financial Advisor
News & Resources
Resources
Announcements
4 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
Retirement Plans
4 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
Retirement Plans
4 months ago
SECURE Act Spurs Access, Interest, Retirement Readiness
As retirement plan sponsors and recordkeepers start to think about...
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