Bethlehem, PA
CAPTRUST’s Bethlehem-based advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Individuals & Families
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
CAPTRUST
Bethlehem
Our team of trusted advisors are proud to bring their industry expertise to clients in need of financial advice and investment strategy. Through a values-based approach, we strive to provide a best-in-class experience for every client that walks through our doors. Discover the CAPTRUST difference when you connect with our Bethlehem office.
Our Team
Christopher Huber
Financial Advisor | Financial Planning
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Jerry B. McQueen
Senior Vice President | Financial Advisor
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Bradley Pendzick
Financial Advisor | Financial Planning
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Michael J. Peters
Principal | Financial Advisor
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Christopher Zavecz
Senior Vice President | Financial Advisor
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Culture is the foundation of our success. It’s about more than just business; it’s about creating a positive, ethical environment where every employee has a stake in our collective future.