Team
Our team, based in locations throughout Eastern PA, has decades of experience helping individuals and business owners all throughout the country. We know that there is enough complex and overwhelming things to deal with and believe that your financial plan shouldn't be one of them. Let our seasoned professionals begin helping you today!
A natural entrepreneur with a big heart, Dave believes his clients and his team are capable of anything they put their minds to...
Anthony J. Capristo, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, CAP® & ChSNC®
Investment Advisor Representative
(570) 735-2175
Caring, listening, and problem solving, Anthony is an invaluable resource and advocate for his clients...
Approachable, Humble and Disciplined, Ralph’s life goal is helping everyone achieve financial freedom. An experienced financial services professional, Ralph’s passion is helping families and businesses realize their goals...
Amy is the hub of the workflow at Forthright Wealth Planning...
Caring, Kind and Experienced...
Born and raised in Allentown, Pennsylvania, Jim has been a financial advisor, serving the residents and businesses of the Lehigh Valley area, for more than forty years. Jim attended the Valley Forge Military Academy, earning an A.A.,...
Naturally driven and always smiling...
Kind, hardworking and a great multi-tasker...
Whether it's your first visit or you've been a client for years, Megan will make you feel right at home. She is the smiling, happy face that people first see when they come to meet with us at our Nanticoke location, and the pleasant...