An advocate to advise.

A partner to plan.

A guide for your goals.

A team to trust.

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.

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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.

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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.

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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.

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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.

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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.

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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.

ID Theft: How Does it Happen?

By CCR WM | December 5, 2022

Familiarize yourself with the ways a thief might obtain your information with the intent to steal money or commit other crimes.

Long-Term Care Insurance Provides Relief for Caregivers

By CCR WM | November 25, 2022

Adults who become their parents’ primary caregivers often assume considerable physical, emotional, and financial stress. When commitments become overwhelming, consider utilizing the following community services detailed below.

Alzheimer’s and Long-Term Care

By CCR WM | November 23, 2022

While caring for someone with Alzheimer’s can be challenging, there are several options available to help you prepare for the level of care involved at various stages of the disease.

The Three Keys to a Great Password

By CCR WM | November 18, 2022

A great password is often the only thing standing between you and identity theft. But what makes a password secure? Turns out, there are some important guidelines to follow to keep information safe.

What You Need to Know about Financial Fraud

By CCR WM | November 16, 2022

November 14-20, 2021 is International Fraud Awareness Week. Speak to your trusted CCR financial professional about how you can protect yourself and your business from identity thieves and fraudsters.

Vets, Don’t Miss Out on ‘Hidden Benefits’

By CCR WM | November 11, 2022

Many vets may be unaware that the VA offers life insurance—one of several substantial benefits for veterans and their families that you may never have heard of.

Financial Planning for Veterans is Different

By CCR WM | November 9, 2022

Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.

Adult Day Health Centers Benefit Older Adults and Their Caregivers

By CCR WM | November 4, 2022

November is National Alzheimer’s Awareness Month. For caregivers, adult day services can be a welcome antidote to caregiver burnout, providing older adults with the care, stimulation, and socialization that corresponds with quality of life.

Older Americans: Growing Targets of Financial Fraud

By CCR WM | November 2, 2022

Older Americans are growing targets of financial fraud. Learn common scams and how to protect yourself and your information.

Millennials & Retirement

By CCR WM | October 31, 2022

What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.