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.
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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.
Preserving the Value of Your Retirement Plan
Preserving your retirement plan means planning not just for longevity, but for maintaining your lifestyle as costs change.
Planning for Today’s Retirement Reality
Rising costs don’t have to mean sacrificing the retirement you planned for. With the right preparation, it’s possible to stay confident and flexible through changing economic conditions.
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.
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.