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    • Home
    • Introduction
    • Our Team
    • Our Processes
    • Podcasts
    • Resources
    • Contact Us
  • Home
  • Introduction
  • Our Team
  • Our Processes
  • Podcasts
  • Resources
  • Contact Us

The CP Welde Group

The CP Welde Group The CP Welde Group The CP Welde Group

"Information is endlessly available to us; where shall wisdom be found?" - Harold Bloom

The CP Welde Group

The CP Welde Group The CP Welde Group The CP Welde Group

"Information is endlessly available to us; where shall wisdom be found?" - Harold Bloom

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Our Focus

We create tax -efficient financial plans that get implemented. 

What We Do

  • Retirement Income Planning
  • Portfolio Investment Management
  • Advanced Tax and Insurance Solutions

How We Do It

  • Understand your needs 
  • Analyze your financial resources
  • Implement personalized action plan

Who We Do It For

  • Retirement Income Plan may be offered after complimentary consultation. Planning fee will be determined at that time.
  • Portfolio Investment Management works best for single investors with portfolio's ≥ $500,000 and married investors with portfolio's ≥ $1,000,000.
  • Advanced Tax and Insurance Solutions offered exclusively to Wealth Management clients.

Our Fiduciary Duty

The fiduciary standard is a legal requirement that The CP Welde Group is bound by when offering advisory services. It requires a commitment to always put your interests ahead of ours and provide full and fair disclosure of all material facts relating to our advisory relationship, including conflicts of interest.   


Copyright © 2022 The CP Welde Group - All Rights Reserved.


 Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.  For more information, please visit www.adviserinfo.sec.gov.  C2P Capital Advisory Group d/b/a Prosperity Capital Advisors (PCA) is an investment advisor registered with the U.S. Securities and Exchange Commission. Please contact PCA if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A and Form CRS are available upon request.

Please do not submit trade instructions via email as they cannot be accepted in this manner.  Similarly, we do not accept trading instructions via voice mail, text messages, instant messaging, or facsimile.  Please speak directly with your Financial Advisor if you need to give instructions related to your account.

CONFIDENTIALITY NOTICE:  This message, including any associated files and links, is intended only for use of the individual to which it is addressed and may contain information that is confidential, subject to copyright, or constitutes a trade secret.  You are hereby notified that any dissemination, copying or distribution of this message or files associated with this message is strictly prohibited.  If you have received this message in error, please delete it from your computer and notify us immediately by phone at (610) 388-7705 or by replying to this message.  Messages sent to and from the company may be monitored.


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