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.
January 2020 Outlook
Read our latest outlook for a comprehensive global review including the Yield Curve Reversion, US-China Trade War Tariffs, the Coronavirus, and the US and Non US Markets.
Behind the Trade War
-A discussion about
East and West, China and America
In this outlook, we
are happy to include our in-house analyst Shiqi (Chloe) Gu, CFA in our
discussion. Chloe was born and raised in Shanghai, China. As a native
Chinese, she provides the knowledge of culture behind the Chinese position, and
her insights on the US-China Relationship, Chinese
Millennial’s, the Hong Kong issue and a central
government system.
Maximizing Health Insurance Plan Benefits
Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.
Life Insurance
Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.
How Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to
federal tax laws
By Mark Palmerino
October 15, 2019
CCR named to the 2019 edition of the Financial Times 401 Top Retirement Advisers
We are proud to announce we have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019).The FT 401 is based on data gathered from advisors,
Investing in the Cannabis Industry
October Market Outlook Part 4
Interest Rate Outlook
October Market Outlook Part 3
Active vs. Passive Investments
October Market Outlook Part 2