Human Resources
We offer a wide range of human resources services to help you manage your practice more efficiently. You’ll benefit from services such as remote office assistance, payroll set up and processing, and group healthcare for W2 employees.
Backoffice Support
The daily operations of running your business can limit your ability to serve your clients the way you want. We provide a full-service back office, so you can stay focused on your clients and key client-facing operations.
Practice Development
Get the guidance, support, and tools you need to help develop your business. You'll enjoy benefits such as coaching for growth and development, turnkey marketing, assistance with lead development, and ongoing, personalized support.
Onboarding Experience
Whether you’re onboarding a new client or a new advisor, the process can be time consuming and complex. We offer step-by-step assistance for onboarding processes, including help with covering transition costs for new advisors.
Technology to Grow Your Practice
Our network partners enjoy access to industry-leading, integrated technology designed to deliver effective business solutions. Our technology suite includes products and services such as ERISA Consulting, PRIME, MAA, Advice Pay, and more. These services and platforms will help you streamline your operations and elevate your client experience.
Data-Driven Insights to Drive and Elevate Your Practice
We offer access to informative, academic market research and insights to help you demonstrate the value of your program to your clients. You’ll stay ahead of the curve and help your clients make better informed decisions.
Comprehensive Practice Management Tools to
Streamline Your Business Operations
Experience end-to-end support with CCR's comprehensive practice management solutions, covering everything from growth and development to compliance, service, and operations.
Ready to join CCR?
Let's Talk.
Becoming a CCR Network Partner can be one of the best things you can do for your family, practice, and clients. We provide support for your practice development and management, as well as guidance for succession planning and more. Reach out today to learn more.
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.
Creating a Comprehensive Estate Plan
Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.
Tax Strategies For Retirement Account Withdrawals
With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.
Are You In The “Sandwich Generation?”
Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.
CCR Earth Day 2024
Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!
April 2024 Market Outlook
Take a look into the current state of the market as of April 2024!
Estate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
CCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors
CCR is honored that David Borden, Managing Partner and Financial Consultant, is listed #15 in the state of MA on the Forbes list of Best-in-State Wealth Advisors!
Estate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
Estate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
CCR Listed on 2024 NAPA Top DC Advisor Teams
CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!