CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you pursue both short term and lifelong goals.
We've been here. And we'll be here.
Our team members have been with us for an average of almost ten years – and we’ll be here for you for the next ten – and beyond. We’ve weathered rough years and up years - and many of our clients have been with us for more than a decade.
Our knowledge is your portfolio's power.
Our carefully sourced team of financial professionals offers advice and depth in specific areas. Together, our combined experience and breadth across the full spectrum of financial services means your portfolio benefits from the knowledge and differing perspectives of our in-house CFPs, CFAs and estate attorney.
Teamwork. It's how we work.
At CCR Wealth, we work together – sitting down as a team every six weeks to review your entire financial picture. We stay on top of everything, working toward the unified goal of maximizing your money’s potential and moving your dreams within reach.
Our Team
At CCR, we have in-house advisors, certified financial planners, chartered financial analysts, accredited investment fiduciaries, licensed client service associates and estate planning coordinators. Together, we work as a true team collaborating on each of your goals.
Our Clients
Whether you are just starting your career or are ready to retire, CCR can help. From recommendations regarding paying off student loans, to advice on running or selling your business, to preparing for retirement, CCR’s professionals help you pursue your financial goals at all stages of life.
Our Process
We have a disciplined, personalized approach, with close communication and constant oversight setting us apart. Daily monitoring, frequent client conversations, and our unique Portfolio Review Committee’s intensive scrutiny of your comprehensive financial picture on a continuous cycle are hallmarks of our process.
Services Offered
With your goals as our guide, we provide objective advice, results-oriented strategies, and a disciplined roadmap to help you achieve financial strength for the long term.
Financial
Planning
We understand that financial planning is not a single event but a process, and we discuss your plan with you on an ongoing basis to make sure it aligns with your evolving goals.
Investment
Management
We build your investment strategy with the goal of growing your wealth over the long term, based on macro-economic trends as well as your needs, time horizon, and risk tolerance.
Insurance
Strategies
Whether you are considering insurance protection for your young children or questioning if you may be over-insured, we provide the guidance and solutions to fit your situation, taking into consideration your estate plan.
Business & Personal
Financial Coordination
We work with you to understand your full financial picture, including your corporate finances and your personal assets, to develop a course of action for every stage of your business and personal life.
Corporate
Retirement Plans
We help you preserve your future and that of your employees while maintaining the future stability of your business. We align your goals and your employees' goals with a plan to maximize contributions and tax efficiency.
Group Health &
Life Insurance
We offer evaluations and solutions to help keep your employees and your business healthy, making sure that they are well-protected now - and well into the future.
Check Out the Latest CCR Insights
CCR Wealth’s team of experts work together to create Insights, providing original analysis, simplifying complex financial topics and answering your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
2020 Post Election Q&A
Please see the recording of our Live Post Election Q&A with our Chief Investment Officer, John Maher, CFA who answered questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.
Election Year Retirement Mistakes
We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…
September 2020 Market Outlook
Thank you to everyone who attended the Live Market Update and Q&A webinar on Wednesday. John Maher gave some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield. We received many great questions for John to answer, thank you to all who submitted them. Please…
July 2020 Market Outlook
This was the headline in the Wall Street Journal on July 1st. CCR Wealth Management sent out e-mails to our clients in February and early March cautioning against reactionary trading during sharp market declines. On March 13th we wrote: “Most will come to learn that the best days, weeks or even quarters tend to follow…
Feeding the Front Line at Tufts Medical Center
Using funds the CCR Charity and Community Responsibility Committee raised from our ‘Snack Shack’ sales we were able to send 40 meals from 5 Spices House to Tufts Medical Center in Boston, MA. We received this nice note of from them:“Thank you so much, we have fed our Pediatric ICU and Pediatric Bone Marrow Transplant team with your donation,…
Feeding the Front Line at UMass Memorial Medical Center
CCR is grateful for the front line workers at UMass Memorial Medical Center and the wonderful program set up by Quinn’s Irish Pub to feed them!
Wildflower – Helping Kids Rediscover Life After Loss
Wildflower is an amazing organization that helps kids that have dealt with loss in their life. Their gala event had to be canceled this year, but we are proud to be a sponsor. Being a kid means enjoying time to daydream, play and grow. When a child loses a parent, that carefree time can be…
Happy Earth Day
Although the Earth Day cleanup has been cancelled this year due to COVID-19 we are proud to support the Regional Environmental Council and all they do to create healthy and sustainable communities.
Market Outlook April 2020
Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.
NY Executive Order – Insurance & Annuity Extended Grace Periods
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a…