The CP Welde Group
"Information is endlessly available to us; where shall wisdom be found?" - Harold Bloom
The CP Welde Group
"Information is endlessly available to us; where shall wisdom be found?" - Harold Bloom
"Information is endlessly available to us; where shall wisdom be found?" - Harold Bloom
"Information is endlessly available to us; where shall wisdom be found?" - Harold Bloom
We create tax-efficient financial plans that help you retire with confidence.
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 © 2023 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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