Wealth Management Services Bethlehem PA

Address

60 West Broad St #300
Bethlehem, PA 18018

Contact

Phone: 610.954.0400

Who We Serve

Individuals

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

See Nearby Locations

Allentown, PA

Individuals

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.

Explore Our Services

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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

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Jerry B. McQueen

Senior Vice President,
Financial Advisor

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Bradley Pendzick

Financial Advisor

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Michael J. Peters

Managing 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.

Fielding Miller