6 months ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
- With CAPTRUST Since 2015
- 610.865.2600
-
600 Hamilton St #900
Allentown, PA 18101
Wes Schantz, ChFC®
Principal,
Financial Advisor
Financial Advisors
Wes Schantz is an institutional retirement plan advisor based in Allentown, PA.
Wes joined CAPTRUST in 2015 as a principal and financial advisor with the firm’s partnership with MFP Strategies and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Previously, Wes served as partner and has worked in the industry for over 25 years.
Education
- Bachelor of Arts degree from Lehigh University
Industry Designations
- Chartered Financial Consultant®
Awards & Recognition
- Barron’s Top Institutional Consultants | 2018 and 2019 (Team Edwards/Schantz); 2020, 2021, and 2022, 2023 (Team Allentown)
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Allentown)
Industry Involvement
- Co-Chairman of the Tocqueville Society for the United Way of the Greater Lehigh Valley
Memberships
- Board Member, Finance Committee Member and Chairman of the Executive Compensation Committee, Valley Youth House
News & Resources
Announcements
Announcements
1 year ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
2 years ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Announcements
2 years ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
