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Wes Schantz, ChFC®

Wes Schantz, ChFC®

Principal,
Financial Advisor

Financial Advisors

Wes Schantz is a principal and retirement plan advisor located in Allentown, PA.

Wes joined CAPTRUST in 2015 as a principal, 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 50 Institutional Consultants | 2018 and 2019 (Team Edwards/Schantz); 2020 (Team Allentown)
  • NAPA Top DC Advisor Teams | 2019 (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

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