General Info

The CP Welde Group, based in Chadds Ford, PA, provides comprehensive financial services. As financial advisors, we offer tailored solutions for your unique financial goals, including retirement income planning, portfolio management, tax management, asset protection, and legacy planning. Our experienced team crafts personalized investment strategies aligned with your needs and risk tolerance. We assist individuals and families in securing their financial future, whether planning for retirement, optimizing portfolios, or minimizing taxes. We understand that financial planning is not generic. We develop customized solutions addressing immediate concerns and long-term objectives.