Tim Van Pelt, J.D., Ctfa Email & Phone Number

As the leader of the Private Client Group at Madison Investments, I serve as your personal CFO to ensure you reach your personal financial goals in the most tax-efficient, risk-free manner possible while building a margin of safety for your own retirement and planning for the legacy that you want to leave behind to your family or charity.With a strong foundation in law, I bring a comprehensive perspective to financial planning. I understand the intricacies of financial, legal, and tax structures, which allows me to deliver holistic advice that protects and grows my clients’ wealth. Over the past 10+ years, I’ve built long-lasting relationships grounded in trust, transparency, and personalized service. I believe a financial advisor is more than just a guide; they should be a reliable partner—someone clients can turn to for clarity and guidance through the complexities of wealth management. This is at the core of what I bring to every relationship. Leading a team of dedicated professionals, we work closely with high-net-worth clients to create personalized wealth strategies. Whether it’s growing assets, protecting wealth, or planning for future generations, I ensure that every client has a personalized plan.