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Bethlehem_Blue

60 West Broad St
Bethlehem, PA 18018

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Phone: 610.954.0400

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

Wealth Management
To access your client view web portal, click here

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.

Advisor

Earlaine Klingler, CFP®

Senior Financial Advisor,
Financial Planning

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Advisor

Jerry B. McQueen, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

William J. Schultz

Senior Vice President,
Financial Advisor

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Advisor

Christopher Zavecz, CFP®

Vice President,
Financial Advisor

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Bethlehem, PA

60 West Broad St
Bethlehem, PA 18018