Our Process: 360 Degrees
The CCR Wealth process views your financial life from every angle — and our tools make it easy for you to organize all the moving parts of your financial picture. We start with an assessment to understand your financial situation, including your corporate finances and personal assets. We then combine our experience with your goals to develop a course of action for every aspect of your financial life. We also coordinate with your business partners to streamline your finances.
CCR Wealth’s Big-Picture Capabilities
If it affects your finances, it affects your life. We’ve built a one-stop shop where you can find goal-centered solutions for the full spectrum of your financial concerns.
Intuitive Financial Tools
- Accessible, effective financial organization
- Comprehensive financial snapshots
- Corporate and personal financial management
- Business financial coordination
- Streamlined coordination with your advisor
Personal Finance Services
- Personal Financial Services
- Financial planning
- Life insurance coordination
- Investment management
- Education planning
- Retirement projections
- Asset review and analysis
- Business and Personal Financial Coordination
Corporate Finance Services
- Corporate retirement plans
- Group health and life insurance
- Business cash management strategies
- Business succession planning
Outside Coordination
- Purchase or sale of a business
- Business transition
- Tax planning
- Legal
- Estate coordination
Get Financially Organized,
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.
Check Out the Latest CCR Insights
CCR Wealth’s team of experienced professionals work 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.
August is Make a Will Month
Here are a few reasons why having an up-to-date will is essential.
529 Plans Can Now Cover More Than College
Here’s some good news about 529 plans that could change how you think about education savings. For years, these accounts have been straightforward college savings vehicles: contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed. Tuition, room and board, maybe some books. That’s all changed. Recent federal legislation, specifically the SECURE 2.0 Act…
July 2026 Market Outlook
Take a look into the current state of the market as of July 2026.
2027 Medicare Parts A & B Premiums Announced
The Centers for Medicare & Medicaid Services (CMS) has released the Medicare Part A and Part B premiums and deductibles for 2027.
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.
Kara Stein Memorial Golf Tournament
We were thrilled to sponsor and participate in the Kara Stein Memorial Golf Tournament on July 13! The event honors Kara Stein, a math teacher at St. Benedict’s who unfortunately passed from ovarian cancer at a young age. Kara was a dear family friend of Justin Chatelle, a financial consultant here at CCR. Proceeds from…
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.
Boston Area Gleaners
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