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
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Learn about the difference between bulls and bears—markets, that is!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Business Cycle
How will you weather the ups and downs of the business cycle?