2 days ago
South Texas Money Management Announces Plans to Join CAPTRUST
CAPTRUST is a leading independent wealth management and institutional investment...
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60 W. Broad St.
Bethlehem,
PA
18018
Phone: 610.954.0400
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
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, and institutions. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
News & Resources
Announcements
Wealth Management
3 days ago
Anxious August
It’s August. School hasn’t started yet, and many families are...
Retirement Plans
2 weeks ago
Fiduciary Update | August 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle touches on...
Wealth Management
4 weeks ago
Investment Strategy | July 2019
In this edition of Investment Strategy, readers hear from CAPTRUST’s...
Wealth Management
1 month ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes...
Resources
2 months ago
High Earners Face Retirement Challenges
More money can help employees get ahead financially, but even...
VESTED Magazine
2 months ago
Mission for Nutrition
After Doug Rauch embarked on a fellowship program for retired...
Endowments & Foundations
4 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of...
Announcements
2 months ago
CAPTRUST Continues Growth of Wealth Management Practice with Addition of Two Firms
CAPTRUST today announced the addition of McQueen, Ball & Associates...