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, registered 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 pursue 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.

Protecting Your Financial Information Online

By CCR WM | February 3, 2023

While nothing can guarantee complete safety against tracking, hacking, identity theft, phishing scams, and other cyberspace risks, understanding how to protect your privacy can help minimize your exposure to risk.

Protecting Yourself From Identity Theft

By CCR WM | January 31, 2023

Identity theft is impossible to prevent completely. But there are a few strategies you can use to help prevent it.

Roth vs Traditional 401k

By CCR WM | January 30, 2023

Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.

Millennials and Retirement: How Do You Stack Up?

By CCR WM | January 27, 2023

If you’re a Millennial and not already contributing to a retirement account, consider starting now, especially if your employer offers a matching program.

Moving Your 401(k) to Roth IRA Tax-Free

By CCR WM | January 26, 2023

When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.

Assessing Your Retirement Resources

By CCR WM | January 20, 2023

Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.

January 2023 Market Outlook

By John Maher, CFA | January 13, 2023

While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.

New Year’s Financial Checklist

By CCR WM | January 12, 2023

The start of the new year is a great time to recommit yourself to achieving your financial goals.

Are You Concerned You’ll Outlive Your Money?

By CCR WM | January 6, 2023

Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.

Use a DAF to Maximize Your Charitable Contributions

By CCR WM | December 23, 2022

If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.