2 weeks ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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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 pm
Wealth Management
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Our Team
Our Bethlehem-based advisors are experienced in providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, executives, and business owners. 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
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,
Financial Planning
Christopher Zavecz, CFP®
Vice President,
Financial Advisor
News & Resources
Resources
Resources
4 weeks ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
7 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
8 months ago
Cash Reserves
Knowing how much emergency savings you need to have does...
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