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A Partner
to Plan.


Collaborating for Your Future

CCR Wealth Management is an independently managed investment firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. Our team acts as personal advisors, empowering our clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them achieve their lifelong goals. 


We work with you to understand and prioritize your goals


We develop an investing strategy that supports your objectives


We guide and recommend in your best interest