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 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

BNY-Mellon-Pershing-Logo-1024x571 (1)

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.

Choosing the Best Debt Repayment Strategy

By CCR WM | September 28, 2023

Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.

Paying Back Your University Loans

By CCR WM | September 25, 2023

Dental students, did you know that several options make it easier to pay off Federal student loans?

Dear Millennials, We See You

By CCR WM | September 21, 2023

Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.

Student Debt Management

By CCR WM | September 18, 2023

Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.

Subsidized vs Unsubsidized Loans

By CCR WM | September 14, 2023

Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!

Tips Before Your Child Signs for Student Loans

By CCR WM | September 12, 2023

Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!

6 Questions About 529 Plans

By CCR WM | August 29, 2023

Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!

The Importance of 529 Plans

By CCR WM | August 29, 2023

Find out how a 529 plan fits into your family’s financial and college plan!

National Women’s Equality Day

By CCR WM | August 22, 2023

CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!

CCR & Empire Asset Management Merger

By CCR WM | August 16, 2023

CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!