Our Process: 360 Degrees
The CCR Wealth process views your financial life from every angle — and our tools make it easy for you to organize all the moving parts of your financial picture. We start with an assessment to understand your financial situation, including your corporate finances and personal assets. We then combine our experience with your goals to develop a course of action for every aspect of your financial life. We also coordinate with your business partners to streamline your finances.
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.
Intuitive Financial Tools
- Accessible, effective financial organization
- Comprehensive financial snapshots
- Corporate and personal financial management
- Business financial coordination
- Streamlined coordination with your advisor
Personal Finance Services
- Personal Financial Services
- Financial planning
- Life insurance coordination
- Investment management
- Education planning
- Retirement projections
- Asset review and analysis
- Business and Personal Financial Coordination
Corporate Finance Services
- Corporate retirement plans
- Group health and life insurance
- Business cash management strategies
- Business succession planning
Outside Coordination
- Purchase or sale of a business
- Business transition
- Tax planning
- Legal
- Estate coordination
Get Financially Organized,
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 experienced professionals work 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.
2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Turn Your RMDs into Charitable Donations
High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!
5 Reasons to Rethink Financial Wellness
Starting a financial wellness program can help increase employee productivity and lessen presenteeism.
Social Security Benefits Are Projected To Rise 2.5% In 2025
Social Security and SSI benefits for more than 72.5 million Americans will increase 2.5% in January 2025.
How Sustainable Investing Combines Profit with Purpose
As you near retirement, you may start considering the legacy you’ll leave behind. Consider sustainable investing, which offers a way to leave a positive impact while accumulating wealth.
Understanding Qualified Charitable Distributions (QCDs)
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they’ve changed based on recent legislation, such as the SECURE…
5 Financial Steps Before Starting Your Home Search
Doing some financial housekeeping before purchasing a home can pay dividends in the long run, especially if you’re attempting to buy in a competitive market.
Voice of Business – Worcester Regional Chamber of Commerce Interview
Vincenzo Palmerino gave a spectacular interview on the Worcester Regional Chamber of Commerce’s radio show, the Voice of Business!