1 week ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
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60 West Broad St
Bethlehem,
PA
18018
Phone: 610.954.0400
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
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Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Bethlehem-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Earlaine Klingler, CFP®
Senior Financial Advisor,
Financial Planning
Jerry B. McQueen, CFP®
Senior Vice President,
Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
Alana Tallarico, CFP®
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
News & Resources
Resources
Resources
3 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Resources
5 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Retirement Plans
5 months ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
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