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.


Parent Company:
Cetera Advisors LLC

BNY-Mellon-Pershing-Logo-1024x571 (1)

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.

The “Average” Benefit of Dollar Cost Averaging

By CCR WM | February 22, 2024

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

2023 IRA Deadlines: What You Need to Know

By CCR WM | February 8, 2024

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.

Financial Wellness on Your Path to Retirement

By CCR WM | February 6, 2024

Secure your golden years! Pursue financial wellness in retirement with these key strategies.

How To Support Black-Owned Businesses

By CCR WM | February 2, 2024

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!

New Year’s Financial Checklist 2024

By CCR WM | January 30, 2024

Start the new year off on a good note with our simple financial checklist!

January 2024 Market Outlook

By CCR WM | January 29, 2024

A look into the current state of the market as of January 2024.

Money-Saving Tips For Managing Your Subscriptions

By CCR WM | January 23, 2024

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

2024 Resolutions to Help Build Financial Independence

By CCR WM | January 18, 2024

Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.

Get Your Financial Plan on Track for 2024

By CCR WM | January 16, 2024

The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!

CCR at AFCA 2024

By CCR WM | January 4, 2024

CCR will be at the 2024 AFCA Conference! Join us at Booth 340.