Contact

Phone: 610.954.0400

Who We Serve

Individuals

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST
Bethlehem

Our team of trusted advisors are proud to bring their industry expertise to clients in need of financial advice and investment strategy. Through a values-based approach, we strive to provide a best-in-class experience for every client that walks through our doors. Discover the CAPTRUST difference when you connect with our Bethlehem office.

Our Team

Christopher Huber

Financial Advisor

Jerry B. McQueen

Senior Vice President,
Financial Advisor

Bradley Pendzick

Financial Advisor

Michael J. Peters

Principal,
Financial Advisor

Christopher Zavecz

Senior Vice President,
Financial Advisor

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.