Our Personalized Process

A Client-Centered Approach

We asked our clients how they would describe the CCR Wealth Management process. Their responses?

Personalized. Goal-driven. Adaptable. Disciplined.

But what do these words all have in common? They’re all focused around you. We apply time-tested principles to a client-centered process, resulting in a personalized plan that's executed with disciplined oversight.

AdobeStock_184425591-5-Medium-2

CCR Wealth’s Big-Picture Capabilities

If it affects your finances, it affects your life. We’ve built a one-stop shop where you can find goal-centered solutions for the full spectrum of your financial concerns.

Personalize

At CCR Wealth, each client’s financial plan is completely unique. Our process begins with constructing your personal “financial biography” as we listen to you and learn about your life, business, financial goals and your existing financial circumstances. This step enables us to conduct the most thorough analysis possible, which personalizes and shapes the rest of our process.

Strategize

In the second step of our process, we sit down with you to create a strategy together. We identify and clarify objectives which incorporate our experience with your unique goals and aspirations. Our Financial Planning Group then builds your custom financial plan, and a team whose experience best matches your specific needs reviews this plan with you.

Mobilize

Once you’ve approved your personalized plan, we mobilize an account with Cetera and a corresponding 401(k) record keeper. Our Client Services team will arrange transfers and ensure that your investments are reallocated to our models. From there, our Investment Committee will stay in touch with your needs and monitor on a daily basis market and economic changes.

Grow

We understand that nothing remains constant, so we manage almost all your needs in-house in order to respond quickly to changes in the market and your circumstances. We’re committed to your education so you can make informed decisions and understand the risks, as we provide ongoing, strategy-driven advice and guidance specific to your growth goals and priorities.

Review & Adjust

Many of our clients have been with us for a decade or longer, with one of the most rewarding aspects of our work is being with them for life’s milestones. As your life changes, we adapt and optimize our strategies as needed. While your life may change course, our process and oversight are constant, keeping your financial plan evolving and moving forward at all times.

Have a Question?
Let's Talk.

Our team has years of combined experience, and we're here to help you through your financial journey. Reach out today.

Please enter your name.
Please enter a message.

Check Out the Latest CCR Insights

CCR Wealth’s team of experts works together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.

Tips For Improving Financial Health Into Retirement

By CCR WM | March 19, 2024

As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.

Women & Financial Security

By CCR WM | March 12, 2024

Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.

Women Approach Investing Differently

By CCR WM | March 7, 2024

Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?

Celebrating The Women of CCR 2024

By CCR WM | March 5, 2024

CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!

2024 Annual Tax Guide

By CCR WM | February 29, 2024

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.

2024 Tax Planning Whitepaper

By CCR WM | February 27, 2024

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!

The “Average” Benefit of Dollar Cost Averaging

By CCR WM | February 22, 2024

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

2023 IRA Deadlines: What You Need to Know

By CCR WM | February 8, 2024

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.

Financial Wellness on Your Path to Retirement

By CCR WM | February 6, 2024

Secure your golden years! Pursue financial wellness in retirement with these key strategies.

How To Support Black-Owned Businesses

By CCR WM | February 2, 2024

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!