A Client-Centered Approach
We asked our clients how they would describe the CCR Wealth Management process. Their responses?
Personalized. Goal-driven. Adaptable. Disciplined.
But what do these words all have in common? They’re all focused around you. We apply time-tested principles to a client-centered process, resulting in a personalized plan that's executed with disciplined oversight.
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.
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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.
Planning for a Longer Retirement is a Must
A major concern for retirees is longevity risk. Our financial professionals can help you explore options like guaranteed minimum withdrawal benefits, immediate annuities, and QLACs.
Financial Planning for Dentists
Financial planning looks different for dental practice owners. Find out how CCR can help you navigate these complexities!
Prepare for Unexpected Expenses in Retirement
Many retirees underestimate unpredictable costs like hidden housing, uncovered healthcare, long-term care, family crises, and inflation.
How Insurance Supports Your Financial Goals
Insurance may not be as flashy as investment planning, but it’s a crucial tool for protecting your income, assets, and legacy.
Buying a Vacation Home
Thinking of buying a vacation home? Here are 5 questions to consider first.
Rebalancing Your Portfolio
If an investment is successful, most people naturally want to stick with it. But is that the best approach?
Summertime Checkup
Summer’s here! Here are some questions to ask yourself mid-year.
An Investment Decision Not Made Is Still a Decision
Investment inaction can manifest in various forms, often silently and invisibly, and may have significant implications for an individual’s future financial security.
Exploring the Federal Student Grant Program
Don’t overlook the various federal grants awarded to students in need each year! Here’s what you need to know.
July 2025 Market Outlook
Despite a noisy start to the year, markets have shown resilience. While concerns like high valuations and economic uncertainty remain, we’re seeing encouraging signs: broader market strength, easing inflation, and global opportunities outside the S&P 500.