1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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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
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
Earlaine Klingler, CFP®
Senior Financial Advisor,
Financial Planning
Jerry B. McQueen, CFP®
Senior Vice President,
Financial Advisor
Bradley Pendzick, CFP®
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
Wealth Management
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
3 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
4 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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