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.