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Patrick V
Series 65
Houston, TX
Longevity Fiduciary
Patrick Van Pelt is a financial advisor at Longevity Fiduciary, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms including Baldwin Group Wealth Advisors and BKS Financial Investments. Outside of advisory roles, he is involved with multiple LLCs, including Altravia Venture Studio and Rebalansa. Longevity Fiduciary provides financial planning, investment consulting, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and insurance companies. The firm emphasizes non-discretionary advice through written plans based on clients’ objectives, time horizons, and risk tolerance, using fundamental and quantitative analysis alongside modern portfolio theory.
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