Where Do You Want Your Financial Roadmap to Take You?
At Van Pelt Wealth Advisors, we established our firm with the desire to help successful individuals and families develop customized strategies tailored to their financial goals and dreams. Over the course of our many decades in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always.
We want to help you create a personalized financial roadmap designed to guide you to your ideal destination. By serving as a reliable resource, we seek to reduce your financial anxiety and empower you to take an active role in your financial life. Our goal is to serve as your financial partner. In good times or in bad, we are here for you.
Based in Pipersville, Pennsylvania, we work with clients throughout the greater Philadelphia area and across the United States. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust.Contact Us
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to help determine life insurance needs to provide for your family after you pass away.
There are common mistakes you can avoid when saving for retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
A four-step framework for building a personal legacy.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations?
When you retire, how will you treat your next chapter?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?