Our History
The CP Welde Group began in the early 1980s with our founder, Charles Welde, in his public accounting days. As someone great with numbers and even better with people, he was naturally drawn to being a financial advisor. This role allowed him to fulfill his goal to proactively help create a better future for his clients.
By incorporating Charles’ breadth of tax and income knowledge, our practice evolved into a full-scale wealth management firm in the late '90s. Today, The CP Welde Group is a family practice with Charles’ brother, John, daughter, Tara, and niece, Alex, now on the team offering strategic financial planning solutions. We harbor a deep commitment to helping clients turn a desire for a secure future into a holistic plan that helps maximize their wealth.
Our Team
Our dedicated team combines over 40 years of experience providing financial planning for high-net-worth individuals and business owners. We don’t provide recommendations blindly — we are invested in you and your future. We take our time to educate clients on their plans and our recommendations to help them make smarter decisions consistent with their goals.
Meet Charles Welde
As the founder and leader of CP Welde Group, Charles employs his decades of experience with each wealth management client. Combining his experience in tax and income planning, with a holistic approach to wealth management, Charles factors in all the financial aspects in your life to create a cohesive and comprehensive plan for now and years to come.