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Van Pelt & Company

700 East Blvd, Suite 3

Charlotte, NC 28203

Phone:

704-945-6988

Fax:

704-943-0835

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Van Pelt & Company
Our philosophy is simple:
excellence begins and ends with the people we serve.


We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator is designed to help you attach a dollar figure to your life’s work.

Determine whether you should consider refinancing your mortgage.

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