2 weeks ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Back to all locations
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
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.
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
William J. Schultz
Senior Vice President,
Financial Advisor
Alana Tallarico, CFP®
Financial Advisor
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
News & Resources
Resources
Resources
2 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Retirement Plans
2 months ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
6 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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