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.
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.
Estate Management Checklist 2026
Is your estate plan ready for retirement? Compare your planning to our Estate Planning Checklist to ensure your assets are protected and your wishes are honored.
The Financial Realities Women Still Face
August 26 is Women’s Equality Day, but when it comes to the financial picture, some of the gaps are still wider than you might expect.
Do Your Kids Know The Value of a Silver Spoon?
If you still have children at home, save them (and yourself) some heartache by teaching them the basics of smart money management.
Practical Moves to Safeguard Your Financial Progress
Updating your financial plan early may help protect your purchasing power in the short and long term.
Preserving the Value of Your Retirement Plan
Preserving your retirement plan means planning not just for longevity, but for maintaining your lifestyle as costs change.
Planning for Today’s Retirement Reality
Rising costs don’t have to mean sacrificing the retirement you planned for. With the right preparation, it’s possible to stay confident and flexible through changing economic conditions.
August is Make a Will Month
Here are a few reasons why having an up-to-date will is essential.
529 Plans Can Now Cover More Than College
Here’s some good news about 529 plans that could change how you think about education savings. For years, these accounts have been straightforward college savings vehicles: contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed. Tuition, room and board, maybe some books. That’s all changed. Recent federal legislation, specifically the SECURE 2.0 Act…
July 2026 Market Outlook
Take a look into the current state of the market as of July 2026.
2027 Medicare Parts A & B Premiums Announced
The Centers for Medicare & Medicaid Services (CMS) has released the Medicare Part A and Part B premiums and deductibles for 2027.