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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.

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This calculator helps estimate your federal estate tax liability.

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This calculator shows how inflation over the years has impacted purchasing power.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Imagine your ideal post-pandemic retirement with this animated video.

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