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®
Industry Involvement
- Former Co-Chairman of the Tocqueville Society for the United Way of the Greater Lehigh Valley
Memberships
- Former Board Member, Finance Committee Member and Chairman of the Executive Compensation Committee, Valley Youth House
Awards & Recognition
- Barron’s Top Institutional Consultants | 2018 and 2019 (Team Edwards/Schantz); 2020, 2021, 2022, 2023, 2024 (Team Allentown)
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Allentown)