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.

Year-End Tax Planning Tips

By CCR WM | December 27, 2021

If you think tax-saving strategies are too complicated, you could be missing out on tax savings!

2022 Tax Planning Whitepaper

By CCR WM | December 13, 2021

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal,…

2021 China Regulations Commentary

By CCR WM | December 10, 2021

Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China. Watch both parts below or on the CCR Youtube channel!

November 2021 Market Outlook

By CCR WM | November 19, 2021

We sent out a Market Brief in July concerning issues of Chinese regulatory actions; however, this is our first broader market Outlook since June. In the June Outlook, we concerned ourselves with the inflation picture which had just begun to emerge in the Spring. The annualized inflation measure of CPI rose 5.00% in May for the first…

Five Estate Considerations for the LGBTQ+ Community

By CCR WM | November 1, 2021

Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government.

Secure Act Whitepaper

By CCR WM | August 17, 2021

The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019,…

July 2021 Market Brief

By CCR WM | August 2, 2021

Recent regulatory moves by Chinese authorities have shaken investors, with some broad-based Chinese investment funds and indexes were recently down anywhere from 26% to 40% from their February highs.

June 2021 Market Outlook

By John Maher, CFA | June 22, 2021

Here’s a brainteaser:  Do you consider the current market cycle (begun after last-March’s pandemic-induced bear market) a new market cycle?  Or a continuation of the last market cycle (begun after the great recession of ’08-’09)? There is a technical answer, of course, one which we defined in our Outlook last April.  A market cycle is…

Happy Earth Day!

By CCR WM | April 22, 2021

CCR Listed on the Top DC Advisor Teams for 2020

By CCR WM | April 19, 2021

We are ecstatic to be listed on the Top DC Advisor Teams again for 2020! https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020 NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement.…