Discover Your PERSONALIZED FINANCIAL plan

Advocates for the Life
& Legacy You Imagine

At CCR Wealth Management, we leverage our deep knowledge and wide-ranging expertise to help you build a life of security and comfort.

Guiding You Through Your Life’s Unique Transitions to the Life
You Want and the Legacy You Imagine.

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Knowledge You Can Rely On

We’ve sourced a team of professionals with differing perspectives and skill sets, including in-house CFPs, CFAs, and an estate attorney. We apply our breadth of experience and specialized knowledge to advocate for you in every area that affects your financial life.

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Teamwork Driven Results

You have big dreams. We have a big team dedicated to supporting you in that pursuit. In practice, this looks like us sitting down as a team to review your entire financial picture annually, so we can help move you within reach of those dreams.

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.

About Our Team

We’ve curated a team of professionals with varying specialties, enabling us to help you seamlessly pursue each of your goals. From in-house advisors, to CFPs, CFAs accredited investment fiduciaries, and more, our team does it all.

About You

Whether you’re a young professional looking to pay off student loans, a business owner seeking prudent advice, or a pre-retiree looking to maximize your income potential, CCR is for you. We’ll serve you diligently throughout every life stage.

About Our Process

We take a deliberate, personalized approach to financial planning. Although we boast a big team, you won’t get lost in the shuffle. Continuous communication and intensive, cyclical reviews of your complete financial picture help you stay the course with confidence.

Stability You Can Trust

Our team members have been with us for an average of almost ten years, and many of our clients have been with us for just as long. Through all of life’s ups and downs, we’ll be here for you. And you can count on it.

Everything You Need. Right Here.

CCR Wealth offers a wide range of services, aiming to serve as your one-stop shop for all your financial concerns.
Pick and choose the services you need for your unique situation and plan.

Financial Planning

Financial planning should be an ongoing and continuous process. We regularly review your progress and discuss your plan to ensure it aligns with your evolving goals.

Investments

We build personalized investment strategies to grow your wealth over the long term, while accounting for your needs, time horizon, and risk tolerance.

Insurance Strategies

Our trained insurance specialists will help assess your needs and provide customized solutions for your situation, including considerations for your estate plan.

Financial Coordination

Whether it's personal or business, we'll help you manage the bigger picture of your finances by developing a comprehensive plan for every stage of your life.

Corporate Retirement Plans

CCR guides you as you invest in your employees and in the stability of your business. We’ll help align goals and maximize contributions and tax efficiency.

Group Health & Life Insurance

We offer evaluations and solutions for group plans to help keep your employees and your business healthy, ensuring they’re well-protected and cared for.

For Advisors: Expand Your Practice

Joining our network of advisors provides you with the best of both worlds: the independence to build your own practice and solutions for your clients, while also being a member of the CCR team with access to all of our extensive resources and support.

Have a Question?
Let's Talk.

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

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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.

Protect Against a Scorching Market

By CCR WM | July 18, 2024

The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.

Annual Reviews

By CCR WM | July 16, 2024

It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.

Leaving a Legacy Saving for Your Family’s Financial Future

By CCR WM | July 11, 2024

Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.

July 2024 Market Outlook

By CCR WM | July 9, 2024

A look into the current state of the market as of July 2024.

401(K) Vs. IRA: What You Should Know

By CCR WM | July 9, 2024

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.

New Opportunities for LGBTQ+ Business Owners

By CCR WM | June 27, 2024

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.

Don’t Delay an Important Discussion

By CCR WM | June 25, 2024

If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.

Real Financial Issues in the LGBTQ+ Community

By CCR WM | June 20, 2024

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.

What to Expect When Working with Your Estate Planning Team

By CCR WM | June 18, 2024

When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.

Estate Planning for the LGBTQ+ Community

By CCR WM | June 13, 2024

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.