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 experts works 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.
Paying Back Your University Loans
Dental students, did you know that several options make it easier to pay off Federal student loans?
Dear Millennials, We See You
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
Student Debt Management
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
Subsidized vs Unsubsidized Loans
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
Tips Before Your Child Signs for Student Loans
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
6 Questions About 529 Plans
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
The Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
National Women’s Equality Day
CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!
CCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
Acquaint Grown Children with Your Financial Affairs
Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.