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.
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.
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.
Check Out the Latest CCR Insights
CCR Wealth’s team of experienced professionals work 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.
Navigating Government Shutdown Risks
The government shutdown creates complex challenges for investors, such as delaying key economic reports like the job market snapshot. This uncertainty comes at a time when clarity is crucial.
End-of-Year Tax Planning for Dentists
If you are a dentist or dental practice owner, consider these end-of-year tax planning strategies.
Maximize Retirement with Year-End Financial Moves
From tax-efficient planning to insurance reviews, we’ll help you align your investments and prepare for 2026 confidently!
Beware of AI-Assisted Tax Scams
Be aware of AI-driven fraud targeting taxpayers! Learn how to stay vigilant and strengthen your defenses against these sophisticated scams.
Surprising Stats from the 2025 Retirement Confidence Survey
The EBRI Retirement Confidence Survey reveals how Americans truly feel about retirement, and the most recent stats have proven to be surprising.
What You Need to Know as a First-Time Homebuyer
If you’ve recently decided to buy your first home, check out our tips for first-time homebuyers!
Inflation and Purchasing Power Risks
Inflation may be off the front page, but its impact lingers on retirement budgets. 92% of retirees worry about shrinking assets and rising costs.
Q4 Offers Homebuyers a Window of Opportunity
As the Fed eases rates and housing inventory grows, Q4 2025 could be a game-changer for homebuyers!
Data Breach: Your Security To-Do List
Data breaches can happen even if you practice good cybersecurity habits! If you experience a data breach, follow this checklist to protect your information.
October 2025 Market Outlook
Take a look into the current state of the market with CIO and Financial Consultant John Maher.