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.

Retirement Income Education

By CCR WM | September 26, 2022

Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.

Understanding the Estate Planning Process

By CCR WM | September 26, 2022

A well-structured estate plan can be invaluable. Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.

The Biggest Financial Pressures Facing Retirees (& How to Plan for Them)

By CCR WM | September 26, 2022

Retirement benefits aren’t what they used to be, but there are actions you can take to get the most out of your existing benefits.

[Whitepaper] Is College Worth It?

By CCR WM | September 14, 2022

Is college worth it? This whitepaper examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.

Comparing 403b v Roth IRA

By CCR WM | September 14, 2022

When deciding what types of retirement accounts you may need, it’s important to understand how your options compare. Take 403(b)s and Roth IRAs. Do you know how these two options compare and how you can contribute to each?

IRS Makes Contribution Limit Changes for 2022

By CCR WM | September 14, 2022

The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.

Building Wealth and Avoiding Taxes with Roth IRA

By CCR WM | September 12, 2022

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.

Retirement Strategies for Millennials

By CCR WM | September 12, 2022

Retirement looks different now than it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire.

A Long-Term Opportunity: Home-Based Care

By CCR WM | August 31, 2022

Home-based care enables you or your loved one to remain at home, living independently but receiving needed support and assistance.

Should You Name Irrevocable Beneficiaries?

By CCR WM | August 30, 2022

One of the most important decisions you’ll make is who will receive your assets and take over your estate. To help ensure your loved ones receive the assets you want them to have, you can name irrevocable beneficiaries.