2 months ago
High Fives for Making Thrive!
In November, WealthManagement released its very first listing of Thrive...
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60 West Broad St.
Bethlehem,
PA
18018
Phone: 610.954.0400
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4 pm
Wealth Management
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Our Team
Our Bethlehem-based advisors are experienced in providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, executives, and business owners. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Karen Culver
Financial Advisor
Earlaine Klingler, CFP®
Financial Advisor
Jerry B. McQueen, CFP®
Senior Vice President, Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
Gregory Pietrobon
Financial Advisor
William J. Schultz
Senior Vice President, Financial Advisor
Alana Tallarico
Financial Advisor
Christopher Zavecz, CFP®
Vice President, Financial Advisor
News & Resources
Announcements
Fiduciary Update
3 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
Wealth Management
3 months ago
Eldercare
Talking about eldercare with your parents is important, and waiting...
Announcements
3 months ago
VESTED, Fall 2019
We are pleased to announce that the Fall 2019 issue...
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