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
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
Market Outlook/Commodities
Intro to our October 2019 Market Outlook and a discussion on Commodities
October Market Outlook Summary
A brief outlook before a more detailed one is published.
Cyber-security
Learn what you need to be doing to safeguard yourself against Cyber-security and Identity Theft.
CCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible,cost effective group health and life plans that provide the best possible coverage.
CCR Corporate Retirement Plan Process
An Objective, Carefully Tailored Process Through a seven-step process, we work with you to define, analyze,meet and monitor your firm’s retirement plan goals.
What is a Dental Service Organization (DSO)?
Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.
Environmental, social and corporate governance
What is ESG investing?