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.

Making Cash Flow Count with Tax-Smart Strategies

By CCR WM | January 16, 2025

When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.

From Saving to Spending Build a Tax-Smart Withdrawal Strate

By CCR WM | January 14, 2025

A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!

5 Tax Strategies to Maximize Returns and Minimize Burdens

By CCR WM | January 9, 2025

Learn how to boost returns and minimize taxes with five simple strategies.

January 2025 Market Outlook

By CCR WM | January 8, 2025

In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.

Social Security Says 2.5% COLA in 2025

By CCR WM | January 7, 2025

Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.

2025 Federal Income Tax Charts

By CCR WM | January 2, 2025

Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.

2025 Retirement Contribution Limits

By CCR WM | December 19, 2024

The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.

Explore the Potential of Charitable Trusts

By CCR WM | December 17, 2024

Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!

Year-End Charitable Giving Strategies to Consider

By CCR WM | December 12, 2024

As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…

Turn Your RMDs into Charitable Donations

By CCR WM | December 10, 2024

High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!

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.