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An advocate to advise.

A partner to plan.

A guide for your goals.

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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.

Wildflower – Helping Kids Rediscover Life After Loss

By CCR WM | April 30, 2020

Wildflower is an amazing organization that helps kids that have dealt with loss in their life. Their gala event had to be canceled this year, but we are proud to be a sponsor.

Being a kid means enjoying time to daydream, play and grow. When a child loses a parent, that carefree time can be lost. That’s where Wildflower comes in.

Happy Earth Day

By CCR WM | April 22, 2020

Although the Earth Day cleanup has been cancelled this year due to COVID-19 we are proud to support the Regional Environmental Council and all they do to create healthy and sustainable communities.

Market Outlook April 2020

By CCR WM | April 15, 2020

Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.

NY Executive Order – Insurance & Annuity Extended Grace Periods

By CCR WM | April 14, 2020

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID‑19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. 

Update for Retirement Plan Participants

By CCR WM | April 13, 2020
As we work our way through this difficult time, we wanted to reach out to remind you that your retirement team at CCR Wealth Management is here to help. As the Advisors to your workplace retirement program, we’re here to help you continue to make progress towards retirement despite the challenging environment we find ourselves in. Now that a disrupted 1st quarter has ended, it might be a great time to schedule a 15-minute call or web meeting with us to review your retirement outlook.

Update for Retirement Plan Sponsors

By CCR WM | April 7, 2020

We are all trying to acclimate to our new reality and find the most effective ways to protect our families, friends and businesses through this crisis. In that spirit, we wanted to reach out to remind you that your retirement team is here to serve as a resource through this challenging time. Whether you’d like to review your investment allocation, discuss ways to access funds or just need someone to engage and reassure your employees – we are here and ready to assist.

COVID-19 Update

By CCR WM | March 2, 2020

Conveying two seemingly juxtaposed ideas simultaneously is not an easy task—and perhaps it is a futile undertaking. Given the battle occurring across the investment universe (and at our firm) between a real, globally widespread health concern and the more personal question of what investors “should do” about it—we feel compelled to give it a shot.

COVID-19 and the Markets

By CCR WM | February 26, 2020

Yesterday’s 3 ½% drop in broad US equity markets in response to news of a sharp increase in the number of reported COVID-19 (or Coronavirus) infections outside China over the weekend has many investors understandably concerned.

February 2020 Market Outlook Video

By CCR WM | February 14, 2020

Below is the February 2020 Market Outlook video presented by our CIO, John Maher where he discusses analyzing forecasters, valuations, earnings, and their effects on the markets. 

January 2020 Outlook

By CCR WM | January 27, 2020

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.