Contact
Phone: 610.954.0400
Who We Serve
IndividualsHours
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
CAPTRUST’s Bethlehem-based advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Phone: 610.954.0400
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
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.
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.
Financial Advisor
View Profile
Senior Vice President,
Financial Advisor
View Profile
Financial Advisor
View Profile
Managing Principal,
Financial Advisor
View Profile
Senior Vice President,
Financial Advisor
View Profile