The CP Welde Group
Charles Welde is the founder of The CP Welde Group, a tax and wealth advisory firm. He and his team bring specialized knowledge and genuine enthusiasm in creating strategies that integrate investments, taxes, and estate planning into one holistic financial plan. Utilizing The Bucket Plan® Process, Charles and his team help clients achieve better retirement outcomes. In a world that is market-focused and performance-driven, The CP Welde Group focuses attention on your date-specific and dollar-specific goals so that you can have a bigger impact on your family, friends, and the causes you believe in.
Featured Contributions
The Pyramid of Risk
Have you ever heard of The Pyramid of Risk? It helps categorize investments from low-risk…
Add The Bucket Plan® to Your Bucket List
What is The Bucket Plan®? The Bucket Plan® is a holistic financial planning process that…
How Much Will You Need?
How much money do you think you’ll need to retire comfortably? This is an important question that nearly everyone needs to address. How do you estimate how much money you’ll need to retire comfortably?