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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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Helpful Content

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Buying a Vacation Home? 5 Questions to Consider First

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.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Estate Management Checklist

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Even the most seasoned investors have biases affecting their financial choices.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Rightsizing for Retirement

What does your home really cost?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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