Account Login

Complete control of your Financial Future

Your CCR Wealth Manager website provides you with eMoney-backed, ironclad security and instant access to your complete financial picture, allowing you to manage your financial life, collaborate with our professionals and stay on track -  wherever you are, and whenever you’d like.

One of our financial planners, Amanda Hancock explains the many features of the tool and how powerful the consolidated 360° view of your finances is in the video below.

Have a Question?
Let's Talk.

Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.

Please enter your name.
Please enter a message.

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.

Setting Your Family’s Financial Values

By CCR WM | May 23, 2024

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

Staying on Top of Your 401(k) Can Pay Dividends

By CCR WM | May 21, 2024

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

The Power of a Trust

By CCR WM | May 16, 2024

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

Are Financial Advisors Still Relevant in a Digital World?

By CCR WM | May 8, 2024

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!

Creating a Comprehensive Estate Plan

By CCR WM | May 2, 2024

Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.

Tax Strategies For Retirement Account Withdrawals

By CCR WM | April 30, 2024

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

Are You In The “Sandwich Generation?”

By CCR WM | April 25, 2024

Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.

CCR Earth Day 2024

By CCR WM | April 22, 2024

Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!

April 2024 Market Outlook

By CCR WM | April 17, 2024

Take a look into the current state of the market as of April 2024!

Estate Planning Checklist

By CCR WM | April 12, 2024

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.