McQueen, Ball & Associates Email Format

Investment ManagementPennsylvania, United States11-50 Employees

McQueen, Ball & Associates is an independent family office and private wealth management firm that provides centralized administration for affluent families with complex financial affairs, substantial business interests, and large family estates. The firm coordinates investment management, tax accounting, and trust administration through a team of professionals, including CPAs, CFAs, and CFPs, who work with clients’ accountants and attorneys to implement multigenerational strategies. Its services address the needs of families whose financial plans have grown more complex, helping them manage affairs across generations and navigate evolving tax, investment, and legal environments. Based in Bethlehem, Pennsylvania, the firm positions itself within the investment management sector as a centralized, collaborative resource for high-net-worth families, offering tailored administrative and coordination capabilities rather than traditional, single-provider asset management. The company operates from a regional office and serves a private wealth market that requires integrated solutions across family entities and estates.

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