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 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.

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

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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.

Tips for Getting the Most Benefit from a 529 Plan

By CCR WM | September 26, 2024

Looking to save on future college costs? Consider a 529 plan!

401(k) vs. IRA: What You Should Know

By CCR WM | September 19, 2024

Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about…

Roadmap to Retirement Tax & Investment Strategies

By CCR WM | September 17, 2024

Discover 6 strategies for retirement savings: Roth IRA, Roth conversions, Catch-up Contributions, Saver’s Credit, Avoiding Early Withdrawal Penalties, and Required Minimum Distributions.

Addressing Care Options Now for Your Aging Parents

By CCR WM | September 8, 2024

Happy National Grandparent’s Day! Let’s take the time to honor our incredible grandparents today and consider how we can support them in the future.

September Is National Life Insurance Awareness Month

By CCR WM | September 5, 2024

September is National Life Insurance Awareness Month – learn more about your options and find the right coverage for you.

How To Know When It’s Time To Sell Your Home

By CCR WM | August 29, 2024

Feeling overwhelmed about selling your home? Let CCR guide you through the process.

Are You Ready to Sell Your Home?

By CCR WM | August 27, 2024

Discover the main factors you should consider when deciding if it makes sense to sell your home.

Empowering Financial Independence for Women

By CCR WM | August 26, 2024

Women face unique financial challenges and need to proactively plan. Work with a financial advisor who understands YOUR unique needs.

6 Smart Strategies to Boost Your Retirement Savings

By CCR WM | August 22, 2024

Check out these six powerful tax and investment strategies that can help you save and pursue your goals for retirement.

Let’s See That “Retirement Smile!”

By CCR WM | August 20, 2024

Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.