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

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.

Planning for a Longer Retirement is a Must

By CCR WM | July 17, 2025

A major concern for retirees is longevity risk. Our financial professionals can help you explore options like guaranteed minimum withdrawal benefits, immediate annuities, and QLACs.

Financial Planning for Dentists

By CCR WM | July 15, 2025

Financial planning looks different for dental practice owners. Find out how CCR can help you navigate these complexities!

Prepare for Unexpected Expenses in Retirement

By CCR WM | July 15, 2025

Many retirees underestimate unpredictable costs like hidden housing, uncovered healthcare, long-term care, family crises, and inflation.

How Insurance Supports Your Financial Goals

By CCR WM | July 10, 2025

Insurance may not be as flashy as investment planning, but it’s a crucial tool for protecting your income, assets, and legacy.

July 2025 Market Outlook

By CCR WM | July 8, 2025

Despite a noisy start to the year, markets have shown resilience. While concerns like high valuations and economic uncertainty remain, we’re seeing encouraging signs: broader market strength, easing inflation, and global opportunities outside the S&P 500.

Buying a Vacation Home

By CCR WM | June 26, 2025

Thinking of buying a vacation home? Here are 5 questions to consider first.

Rebalancing Your Portfolio

By CCR WM | June 23, 2025

If an investment is successful, most people naturally want to stick with it. But is that the best approach?

Summertime Checkup

By CCR WM | June 20, 2025

Summer’s here! Here are some questions to ask yourself mid-year.

An Investment Decision Not Made Is Still a Decision

By CCR WM | June 12, 2025

Investment inaction can manifest in various forms, often silently and invisibly, and may have significant implications for an individual’s future financial security.

Exploring the Federal Student Grant Program

By CCR WM | June 10, 2025

Don’t overlook the various federal grants awarded to students in need each year! Here’s what you need to know.