CCR Insights


CCR & Empire Asset Management Merger

CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!


Merger of Our Cetera Advisors Teams

We are pleased to announce that a smaller, local Branch of Cetera Advisors will be merging with CCR Wealth!

Social Posts (81)

Revamped Website

We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!


Congrats Vinny Palmerino on CFP Designation!

We’d like to extend a huge congratulations to our Financial Consultant Vincenzo Palmerino, CFP®, who recently passed the CFP test!


CCR Locations

CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States!


Earth Day at CCR

We support the Regional Environmental Council in building a healthy and sustainable community.


CCR Earth Day Cleanup 2023

Every year, we take pride in celebrating Earth Day by cleaning the Lyman St Rail Trail.


CCR Listed on Forbes Best in State Wealth Advisor 2023

CCR is pleased to be listed again on the Forbes Best in State list!

CCR Listed on the Top DC Advisor Teams for 2022

CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2022!


CCR & Aita Financial Merger

CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.