Investment Management

Strategic Planning to Grow Your Wealth

At CCR Wealth, we build your investment strategy with the goal of growing your wealth over the long term, using macro-economic trends, and your goals, time horizon and risk tolerance as our guide.

Click here to download a copy of the CCR Wealth Management Investment Philosophy.

Intelligent Diversification

We understand macro-economic trends and we take into account identifiable market patterns stemming from relevant historical influences and events. We balance those trends and influences with today’s unique global investment environment, combining sound strategy with diversification to support long-term growth while mitigating risk.

Greater Transparency

We maintain transparency and objectivity when choosing investments. As an independent firm with no proprietary products, we’re free to select from a wide range of investment vehicles and strategies, including mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs), fixed income, alternative investments and defensive options strategies.

Review and Collaboration

We’ll meet with you regularly to review your investment portfolio’s performance, covering any time period and comparing actual allocation to your investment model in order to provide recommendations for rebalancing. Between those meetings, we also meet regularly as a team to perform a comprehensive review of your portfolio within current market conditions, giving you greater confidence in your plan’s oversight.

Important Investment Vehicles

We work with you to construct a strategic investment model designed to best meet your growth and income requirements. We vet all principal investment vehicles, looking closely at:

Comparative Indexes

Tax Profiles

Tax & Turnover Rate

Cost Efficiency

Portfolio Turnover

Customized Models

Designing Your Personalized Investment Model

With your goals as our guide, we provide objective advice, results-oriented strategies and a disciplined road-map to help you achieve financial strength for the long term. In designing your personalized investment model, we tailor four key areas of investment strategy to suit your unique goals.

Strategic

Aspects of income models change infrequently. This generally pertains to the ratio of equities to fixed income and cash.

Tactical

Tactical aspects within an investment model may change more frequently and may reflect current market/economic cycles.

Unconstrained

CCR Wealth Management’s Unconstrained portfolio is an equity-only investment strategy which is generally part of a larger client portfolio allocations.

Non-Correlated

What’s known as non-correlated hard asset classes, such as commodities, precious metals, REITs or currencies, usually hold an allocation allotment in all of our investment models.

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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.

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When it comes to Social Security, many people have more questions than answers. By separating facts from fiction, you can make more informed decisions about your retirement planning.

Personalize Your Wealth Strategy with Diverse Investments

By CCR WM | May 20, 2025

Building wealth is not a one-size-fits-all journey! With CCR, embrace a personalized approach that reflects your vision of success.

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By CCR WM | May 15, 2025

Despite economic headwinds, wealth building is within your reach if you follow these tips! With CCR, you can stay intentional, plan wisely, and leverage smart strategies for success.

The Keys to Diversification for Risk Management

By CCR WM | May 8, 2025

Diversification remains key to managing risk—spreading investments across stocks, bonds, real estate, and cash could optimize returns while minimizing exposure.

Retirement Savings Goals: How to Help Make Up for Lost Time

By CCR WM | May 6, 2025

Realizing your retirement savings fall short can be daunting, but remember: life’s journey is rarely a straight line and it’s never too late to pivot!

Understanding Social Security: 5 Common Myths Explained

By CCR WM | April 29, 2025

Confused about social security? You’re not alone. Let’s debunk common myths to empower your retirement planning!

Debunking Money Myths: The One-Size-Fits-All Investment Approach

By CCR WM | April 15, 2025

Building wealth doesn’t need a rigid, one-size-fits-all investment strategy. In reality, investing should reflect YOUR personal goals, values, risk tolerance, and unique situation.

April 2025 Market Outlook

By CCR WM | April 14, 2025

After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.

Debunking Money Myths: Saving is Impossible in This Economy

By CCR WM | April 8, 2025

Many feel it’s impossible to build wealth given rising housing costs and inflation squeezing budgets. While these economic challenges are real, building wealth is still achievable!

5 Retirement Strategies for Small-Business Owners

By CCR WM | March 29, 2025

Learn common mistakes small business owners make, and the steps to take when building toward the retirement you desire.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.