10 hours ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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Bethlehem, PA
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
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.
Christopher Huber, CPA
Financial Advisor
Jerry B. McQueen, CFP®
Senior Vice President,
Financial Advisor
Bradley Pendzick, CFP®
Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
News & Resources
Announcements
Announcements
1 week ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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