Our Personalized Way of Serving You
At CCR, we understand that each individual faces unique financial challenges in life. That’s why we take the time to craft our vaules around serving you. Together we can help take the mystery out of pursuing your ideal tomorrow.
A Family Built on Trust
Established in 1998, today, the CCR Wealth Management team serves over 1500 families and businesses. We are passionately dedicated to our clients and work every day to help ensure they plan — and live — well. Many of our clients have been with us for more than a decade and are truly more like family. We celebrate birthdays, graduations, and retirements, and we’re proud of our role in supporting these wonderful families and businesses.
A Community Outlook
Like many of the clients we serve, we make giving back to our community a priority. On this page, you can see some of the artwork that greets our visitors each day. Painted by the talented teens at Artists for Humanity, these pieces serve as a daily reminder that we are fortunate to be able to use our financial skills to give back. Similarly, we encourage our team members to spend time away from work to be with their own families, continue their education and pursue their personal passions.
A Dedicated Mission
We are in the business of numbers, and, while we think our numbers speak for themselves, we know the immeasurable value of the client behind every portfolio. We pride ourselves on getting to know each individual, their hopes and dreams, concerns and priorities, goals and objectives. We are fortunate to have earned the loyalty of hundreds of families and businesses, and our mission is to guide our clients through life’s transitions, toward the life and legacy they imagine.
Recognized Service
“[Management at CCR] are open to new ideas and thought, and are willing to change while using time-tested procedures. Self-improvement is encouraged and supported here, and everyone here works hard to get things done!”
"[CCR’s] team approach and specialists with industry-leading knowledge in their respective fields gives us a wealth of internal resources to assist clients – and having dedicated members in each area allows us to focus on our specialty when working with a client.”
Meet Our Partners
We've partnered with Cetera Advisors LLC and Pershing to deliver you the best possible service we can.
Parent Company:
Cetera Advisors LLC
Our Custodian:
BNY Mellon | Pershing
Have a Question?
Let's Talk.
Our 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.
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!