"Delegate everything except genius." - Dan Sullivan

About Us > Strategic Alliances

Strategic Alliances

Strategic Alliances

Prosperity Capital Advisors (PCA)

Prosperity Capital Advisors is an SEC Registered Investment Advisor Firm focused on helping service-oriented independent financial professionals succeed. PCA stands apart by being relevant, authentic, and infused with the passion and skill of a leadership team that knows the value of deep relationships. Investing with confidence today requires an entirely different approach. At Prosperity Capital Advisors, their structured investment management process helps us do more for our clients.

Dimensional Fund Advisors (DFA)

Dimensional Fund Advisors’ investment approach is based on academic research. Strategies are engineered to capture specific risk/return characteristics with consistency and transparency. The goal is to provide investors with a series of precisely defined, low-cost building blocks, allowing them to maximize the benefits of asset class diversification and to assemble balanced strategies. Both equity and fixed income strategies have evolved through time as a result of new research, improved quantitative tools, changing market structures, and careful attention to trading costs.

TD Ameritrade Institutional

TD Ameritrade Institutional, a division of TD Ameritrade, Inc., is one of America’s largest brokerage firms. TD Ameritrade offers clients a wide range of services which include custody of securities, trade execution, clearance, and settlement of transactions.

John DelGreco

John DelGreco is an insurance specialist with over thirty years experience. John leads a support team that provides long-term care, disability, life illustrations, and case design.

Ed Slott

Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive Ira Study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the elite forum and other regular communications and trainings.
Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients.
Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.

Million Dollar Round Table (MDRT)

MDRT is a trade organization that helps insurance and financial advisors establish best practices and develops ethical and effective ways to increase client awareness in life, disability, and long-term care insurances.

Strategic Coach

Strategic Coach is an organization created by entrepreneurs for entrepreneurs. Currently, over 3,000 successful and highly–motivated entrepreneurs from over 60 industries and a dozen countries attend Strategic Coach workshops on a quarterly basis.

Financial Planning Association (FPA)

FPA is a leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning. FPA is a resource for the public to locate a financial planner who will deliver advice, using an ethical, objective, client-centered process.

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Serving Chadds Ford, Kennett Square, Landenberg, Concordville, Garnet Valley, Glen Mills, Avondale, Lincoln University and West Grove, Westtown, West Chester, London Grove, Wilmington and Hockessin.

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The CP Welde Group and PCA are affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

The CP Welde Group is not responsible or liable for any content or information available from third party websites or materials. We may use content on this website that has been supplied by companies not affiliated with The CP Welde Group. Any such data has been obtained from sources believed to be reliable, but the accuracy of the information can not be guaranteed.