About Us

What Matters to You, Matters to Us

CCR Wealth Management is a full-service fiduciary firm, where you can expect to find comprehensive solutions for all your financial concerns. Beyond providing highly personalized service and specialized advice, we also care deeply about our clients, our community, and the things that are important to them.

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 values 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.

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Parent Company:
Cetera Advisors LLC

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Our Custodian:
BNY Mellon | Pershing

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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.

Social Security Myths vs. Reality

By CCR WM | May 22, 2025

When it comes to Social Security, many people have more questions than answers. By separating facts from fiction, you can make more informed decisions about your retirement planning.

Personalize Your Wealth Strategy with Diverse Investments

By CCR WM | May 20, 2025

Building wealth is not a one-size-fits-all journey! With CCR, embrace a personalized approach that reflects your vision of success.

Money-Saving Tips to Build Wealth

By CCR WM | May 15, 2025

Despite economic headwinds, wealth building is within your reach if you follow these tips! With CCR, you can stay intentional, plan wisely, and leverage smart strategies for success.

The Keys to Diversification for Risk Management

By CCR WM | May 8, 2025

Diversification remains key to managing risk—spreading investments across stocks, bonds, real estate, and cash could optimize returns while minimizing exposure.

Retirement Savings Goals: How to Help Make Up for Lost Time

By CCR WM | May 6, 2025

Realizing your retirement savings fall short can be daunting, but remember: life’s journey is rarely a straight line and it’s never too late to pivot!

Understanding Social Security: 5 Common Myths Explained

By CCR WM | April 29, 2025

Confused about social security? You’re not alone. Let’s debunk common myths to empower your retirement planning!

Debunking Money Myths: The One-Size-Fits-All Investment Approach

By CCR WM | April 15, 2025

Building wealth doesn’t need a rigid, one-size-fits-all investment strategy. In reality, investing should reflect YOUR personal goals, values, risk tolerance, and unique situation.

April 2025 Market Outlook

By CCR WM | April 14, 2025

After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.

Debunking Money Myths: Saving is Impossible in This Economy

By CCR WM | April 8, 2025

Many feel it’s impossible to build wealth given rising housing costs and inflation squeezing budgets. While these economic challenges are real, building wealth is still achievable!

5 Retirement Strategies for Small-Business Owners

By CCR WM | March 29, 2025

Learn common mistakes small business owners make, and the steps to take when building toward the retirement you desire.