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.
“[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.
Cetera Advisors LLC
BNY Mellon | Pershing
Have a Question?
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.
Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.
Dental students, did you know that several options make it easier to pay off Federal student loans?
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
Find out how a 529 plan fits into your family’s financial and college plan!
CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!