1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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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
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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.
Karen Culver
Financial Advisor,
Financial Planning
Joseph Connell
Consultant,
Wealth Planning
Earlaine Klingler, CFP®
Senior Financial Advisor,
Financial Planning
Jerry B. McQueen, CFP®
Senior Vice President,
Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
Gregory Pietrobon
Senior Financial Advisor,
Financial Planning
William J. Schultz
Senior Vice President,
Financial Advisor
Alana Tallarico, CFP®
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
News & Resources
Resources
Resources
1 month ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
5 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
5 months ago
America Has Voted
It’s early the morning of November 4, the day after...
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