An advocate to advise.
A partner to plan.
A guide for your goals.
Trusted financial advisors.
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 attorneys.
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.
At CCR, we have in-house advisors, certified financial planners, chartered financial analysts, fiduciary corporate retirement consultants, licensed client service associates and estate planning coordinators. Together, we work as a true team collaborating on each of your goals.
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.
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.
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.
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.
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.
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
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.
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 &
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
The chart nearby is what we call a “periodic table” of asset-type returns. Not only does the chart depict the return each calendar year of major stock and bond asset classes for the last 14 years or so, it also tracks a hypothetical diversified portfolio that is approximately 60% equities and 40% fixed income comprised […]Read More
It’s Tax Time Again! Please see the video below presented by Lisa Comeau on important tax time information. We have also listed Frequently Asked Questions below. Tax time FAQ’s When will I get my tax documents so I can or my accountant can file my tax return? Pershing, our clearing firm has the tax document […]Read More
Wag the Dog A 1997 dark comedy starring Dustin Hoffman and Robert DeNiro, “Wag the Dog” was a film in which a Hollywood director and a spin-doctor collude to fabricate a war in order to distract voters from a presidential sex-scandal. Hilarity ensues. Of course, the irony was that the movie was released just two […]Read More
The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. https://www.irs.gov/newsroom/401k-contribution-limit-increases-to-19000-for-2019-ira-limit-increases-to-6000Read More
Proud of our firm for being recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market. 2018 Top DC Advisor TeamsRead More
A sizeable chunk of the CFA curriculum* is made up of a combination of pension accounting and institutional portfolio management (both principles and practices). Since we can already sense your eyes glazing over, we will keep this a very high-altitude discussion. We bring it up because in years like 2018, we receive numerous questions and […]Read More