Address

60 West Broad St #300
Bethlehem, PA 18018

Contact

Phone: 610.954.0400

Who We Serve

Individuals & Families

Hours

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

See Nearby Locations

Allentown, PA

Individuals & Families

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