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Bethlehem_Blue

60 West Broad Street
Bethlehem, PA 18018

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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, 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.

Advisor

Jerry B. McQueen, CFP®

Senior Vice President, Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

William J. Schultz

Senior Vice President, Financial Advisor

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Advisor

Christopher Zavecz, CFP®

Vice President, Financial Advisor

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Bethlehem, PA

60 West Broad Street
Bethlehem, PA 18018
Phone 610.954.0400