Most of us could benefit from financial guidance. Today’s financial landscape demands a smarter approach to wealth management beyond
simply “investing wisely.” In a world that is market-focused and performance-driven, a holistic financial plan could help you retire with confidence and leave a legacy to heirs.
The CP Welde Group provides the following services to ensure each aspect of your wealth is organized: retirement planning, portfolio management, asset protection and legacy planning. Charles Welde grew up in Havertown in a twin home with his parents and 10 brothers and sisters. “We were a competitive set of siblings,” said Charles. “With only one bathroom for 13 people, a competitive spirit was bred early on!” He graduated from Cardinal O’Hara where he played varsity basketball and baseball before earning his accounting degree from Villanova University.
After spending 15 years working 60-hour weeks as a Certified Public Accountant, Charles fell in love with financial planning in the mid-90s. This transition was entirely organic as he was solid with numbers and great with people. In 2001, he became a Certified Financial Planner.
Having a rewarding professional career would not have been possible without the support of his wife, Peg. “I’m grateful for Peg who never stopped believing in me,” he said. Peg and Charles raised three beautiful daughters here in Edgmont, he fondly refers to them as “Charlie’s Angels.” Two identical twin granddaughters and a grandson complete the Welde Clan.
The CP Welde Group team has over 40 years of experience providing tax and wealth management services. Team members include Charles (Lead Advisor), Marian Thomas (Director of Operations), daughter Tara (Client Service Associate), niece Alex Boate (Paraplanner), brother John (Insurance Advisor) and Peter Scarani (Tax Advisor). “We are fortunate to have a team of excellent professionals,” said Charles. “They are passionate about what they do. You can’t teach passion!”
What sets The CP Welde Group apart from other financial firms are two proven processes: The Bucket
Plan® strategically categorizes assets into three distinct buckets: now, soon and later based on income, time horizon and tax qualifications. The Tax Management Journey® strategically allocates investments into three distinct funnels: pre-tax, post-tax and tax advantaged. Tax management can be far more valuable than tax preparation or tax planning since not all money is taxed the same.
Charles believes one of the greatest gifts delivered by his profession is the opportunity it gives him for a lifetime of learning. “Learning is cumulative and what accumulates is wisdom,” he said. In 2012, he became a member of an exclusive Mastermind Group, composed of 300 competitive, like-minded professionals. He’s also an Ed Slott Master IRA Advisor and a Lifetime member of the Million Dollar Round Table.
As a sponsor of our Friends & Neighbors magazines, Charles takes pride in sharing his knowledge and expertise through his expert Contributor articles. Visit CPWeldeGroup.com for more information.
