1 month ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
- With CAPTRUST Since 2007
- 215.348.8811
-
1980 South Easton Rd #210
Doylestown, PA 18901
Scott A. Wertheim, AIF®, CEBS
Principal,
Financial Advisor
- Livingston, NJ
- The Lords of Discipline | The Godfather
- Benjamin Franklin, Harry Truman, and Nelson Mandela
- The human race has only one effective weapon, and that is laughter.
- Integrity, humility, and a sense of humor
Financial Advisors
Scott Wertheim is an institutional retirement plan advisor based in Doylestown, PA.
Scott joined CAPTRUST in 2007 as a senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Scott served as vice president at Wall Street Access and as a marketing associate at Retirement System Group. Scott has worked in the industry since 1994.
Education
- Bachelor of Science degree from Union College
Industry Designations
- Accredited Investment Fiduciary®
- Certified Employee Benefit Specialist
Awards & Recognition
- Financial Times 401 Top Retirement Plan Advisor | 2017, 2018, and 2019
- Barron’s Top Institutional Consultants | 2021 and 2022 (Team Doylestown)
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Doylestown)
News & Resources
Announcements
Retirement Plans
2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Announcements
9 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
10 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
