At The CP Welde Group, we are goal-focused and plan-driven operating in a culture that is market-focused and performance-driven.
In a system that is set up to make you a poor investor, there are three things we can always deliver:
- A simple written plan.
- A systematic stream.
- A long-term historical perspective.
We believe in a multi-faceted approach. We pride ourselves in providing a team of financial and insurance professionals with well-rounded expertise and experience.
We have formed strategic alliances with other business owners in industries related to ours in which we have confidence working together, including estate planning attorneys, tax professionals, life insurance specialists, property and casualty agents, and more.