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.
Choosing a Retirement Plan that Fits Your Business
Learn about the three most popular employer-sponsored retirement plan options: SIMPLE IRAs, SEP IRAs, and 401(k)s.
2026 EBRI Report Results – Retirement Confidence
See how your retirement confidence stacks up from retirement readiness to Social Security reliance.
How to Make Your Retirement Go Further as Costs Rise
With the right preparation and regular reviews, you can navigate these economic changes confidently.
How to Keep Building Wealth When Costs Rise
You don’t have to sacrifice your retirement dreams. With the right preparation and regular reviews, you can navigate rising costs confidently.
Assess Your Life Insurance Needs Calculator
Did you know that many people believe they don’t carry enough life insurance? Our simple calculator can provide general guidelines to consider and help you in creating a course of action! Access the calculator using the link here. Follow us on social media for more timely content delivered directly to your news feed! LinkedIn Facebook…
National Insurance Awareness Day
Today is National Insurance Awareness Day! Ensure you and your family are covered should an unexpected event happen.
Talk To Your Family Before Retirement
As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations, and responsibilities. Too often, conversations about retirement plans, finances, and legacy are postponed until circumstances force them to happen, such as after…
What to Look for in an Extended-Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
CAPTCHA Scams Are on the Rise
Here’s what you need to know about CAPTCHA scams.
Financial Tips for LGBTQ+ Investors
LGBTQ+ couples experience unique economic and health disparities. Your CCR financial professional can take these unique challenges into account.