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.
Raising Financially Confident Kids
Here are some practical ways to help children develop a healthy relationship with money. Consistent, intentional guidance can make a big difference!
April is National Social Security Month
The Social Security Administration is marking April as National Social Security Month! Are you social security ready?
Reviewing Your Life Insurance Needs
Periodic reviews ensure your life insurance policy adapts to your changing needs.
Six Habits That Can Transform Your Finances
Without strong habits, spending can rise with income, hindering your long-term goals. Think of these habits as your “autopilot” system guiding you toward financial stability.
Five Habits to Approach Retirement with Confidence
Retirement marks a new chapter, one that often requires a shift in both strategy and mindset. After decades of saving, moving into the distribution phase can feel overwhelming. The good news? With the right habits, you can approach this stage with confidence and clarity. Here are five practical habits to consider: 1. Schedule Regular Financial…
Build Strong Financial Habits for Retirement
Retirement isn’t the end of planning; it’s the start of a new chapter called the distribution phase. This stage focuses on preserving savings, creating a reliable income, and preparing for surprises. With the right habits, you can enjoy financially independent, work-optional years while avoiding risks that may erode your stability. Here are six habits that…
Do You Owe The AMT?
If you want to avoid surprises this tax season, understanding your AMT status could save you time and money.
Take on Tax Season with Our Last-Minute Tax Preparation Tips
As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you’ve been caught up in life’s demands or simply need a bit of guidance to help you make the most of your tax situation, we’re ready to assist. But remember to work closely with your…
How Your 401(k) Impacts Employee Retention
Attracting and retaining skilled employees is one of the most persistent challenges for many businesses, including medical and dental practices. Employees like administrative staff, technicians, nurses, hygienists, and dental assistants are in high demand. For example, according to the latest data from the U.S. Bureau of Labor Statistics (BLS) there were approximately 221,600 dental hygienists and roughly…
6 Smart Wealth-Building Money Habits to Start Early
Rising income doesn’t always mean growing wealth… unless you have the right habits in place! Discover 6 habits to build wealth early.