Our Team
At The CP Welde Group, we’re a close-knit team of dedicated fiduciary advisors with over four decades of experience in tax and financial planning for high-net-worth retirees and pre-retirees, as well as business owners. Wholeheartedly committed to exceptional client service, we take pride in helping our clients make smarter, better-informed decisions about their retirement.
Scroll down to meet the people working behind the scenes to support your goals and help you plan with purpose.
