Charles Welde, Founder of The CP Welde Group: Funneling Your Fortune with A Three-Bucket Strategy

What if your financial advisor could not only grow your wealth but also help you keep more of it? That's the reason for listening to this episode of The Good Neighbor Podcast. Host Bob Blaisse welcomes Financial Planner, CPA and wealth management professional Charles Welde, Founder of The CP Welde Group to the studio to share his insights about integrating tax management with wealth planning, which Charles has perfected over decades of practice.
Sharing how the financial industry has long separated tax preparation from investment management, leaving most people with fragmented advice that costs them thousands in unnecessary taxes, you'll hear how Charles Welde flips that model on its head by consulting his clients towards financial health through both lenses simultaneously. As Charles explains, most Americans unknowingly overfund their pre-tax retirement accounts without understanding that "Uncle Sam is your partner" in these funds. The solution? It's The CP Welde Group's strategic three-funnel approach that balances pre-tax, post-tax and tax-free investment vehicles to minimize lifetime tax burden.
This short episode quickly reveals how CPA Charles Welde is not just an engineer of clever tax tricks— he's all about comprehensive financial engineering that considers everything from strategic Roth IRA conversions to using permanent life insurance as both legacy protection and long-term care funding. One particularly fascinating example Welde shares demonstrates how a properly structured $300,000 insurance policy can provide $6,000 monthly for long-term care expenses without depleting family assets. These strategies have helped some individual CP Welde Group clients save over $300,000 in lifetime taxes while protecting their retirement security.
Meet Charles Welde, Founder of The CP Welde Group, who perfectly embodies what we celebrate on the Good Neighbor Podcast. Ready to rethink your financial future? Connect with Charles at 610-388-7705 or visit cpweldygroup.com to schedule a complimentary consultation.

The CP Welde Group
Chadds Ford, PA
cpweldegroup.com
610-388-7705

--- About The Show--- Good Neighbor Podcast is a spotlight on local businesses in and around Delaware County, PA (“Delco” ) and Beyond... The executive producer and host, Bob Blaisse, is a community sponsorship advocate, business branding specialist, and publisher of several hometown magazines, including: Newtown Square Friends & Neighbors, Marple Friends & Neighbors and Newtown Edgmont Friends & Neighbors, mailed monthly to more than 12,000 homes in Western Delaware County, PA, and also available for reading online.