Wealth Management Services Bethlehem PA | CAPTRUST
Back to all locations

Bethlehem, PA

Bethlehem_Blue

60 West Broad St #300
Bethlehem, PA 18018

Directions

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.

Advisor

Jerry B. McQueen, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Michael J. Peters CFP®, CPA

Principal,
Financial Advisor

View Profile
Advisor

Christopher Zavecz, CFP®

Senior Vice President,
Financial Advisor

View Profile

News & Resources

View All News and Resources

Contact Us

How can we help?

Bethlehem, PA

60 West Broad St #300
Bethlehem, PA 18018
Phone 610.954.0400
Map | Directions