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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Helpful Content
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.