Private Client Services


Helping you achieve your financial goals requires a comprehensive understanding of your individual circumstances. Responsive to your goals, we work with you to create a financial roadmap and provide the direction and discipline to help you stay on course.

A Focus on Your Goals 

Building a portfolio for your financial security begins and ends with your goals, which are clarified through the financial planning process. We encourage open and ongoing dialog – often meeting at your home or business to gain a better understanding of the rhythms of your life – to help prioritize your goals and to keep us up-to-date and you well-informed.

Methodical and Dependable Process

We are disciplined not only in our planning but also in our investing. We build your portfolio based on fundamental asset allocation principles, economic considerations, tax and cost efficiencies, and a thorough understanding of the technical attributes of the financial markets. It is our philosophy that your investment allocation should be a direct reflection of your unique financial objectives. We review your portfolio on a consistent basis to help ensure your invested assets remain aligned with your goals as well as current economic conditions.

Key Services

At CCR, we offer the guidance, resources, and process to help define and orchestrate a solid plan and strategy to meet your needs now and in the future.

Financial Planning

Planning for your future is the cornerstone of financial security. It sets the foundation and delineates the critical building blocks for success. We follow the Certified Financial Planning Board of Standards® procedures for developing a financial blueprint for your unique circumstances.

Investment Management

We help grow and guard your money through systematic investing practices and model portfolios customized to your individual needs and investment parameters. While risk is still present and loss of investments is possible, our internal analyst work to create specific allocations and strategies aligned to your financial plan.

Insurance Strategies

Insurance is an integral part of a comprehensive wealth management strategy. We help you choose the right insurance policy to protect your family through every life stage.