CCR Wealth Management

At CCR Wealth Management, we are dedicated to providing personalized financial planning, investment management, and insurance strategies to help our clients build a life of security and comfort. Our team of experienced professionals, including in-house CFPs, CFAs, and an estate attorney, work together to advocate for our clients in every area that affects their financial life.

Our Approach

We believe that financial planning should be an ongoing and continuous process. That's why we take a deliberate, personalized approach to financial planning, regularly reviewing our clients' progress and discussing their plans to ensure they align with their evolving goals. Our team of experts works together to provide goal-centered solutions for the full spectrum of our clients' financial concerns, from investment management and insurance strategies to financial coordination and corporate retirement plans.

Our Services

At CCR Wealth Management, we offer a wide range of services to serve as our clients' one-stop shop for all their financial concerns. Our services include:

• Financial Planning: We provide personalized financial planning, regularly reviewing our clients' progress and discussing their plans to ensure they align with their evolving goals.
• Investment Management: We build personalized investment strategies to grow our clients' wealth over the long term, while accounting for their needs, time horizon, and risk tolerance.
• Insurance Strategies: Our trained insurance specialists help assess our clients' needs and provide customized solutions for their situation, including considerations for their estate plan.
• Financial Coordination: We help our clients manage the bigger picture of their finances by developing a comprehensive plan for every stage of their life.
• Corporate Retirement Plans: We guide our clients as they invest in their employees and in the stability of their business, helping align goals and maximize contributions and tax efficiency.
• Group Health & Life Insurance: We offer evaluations and solutions for group plans to help keep our clients' employees healthy and well-protected.

Our Team

We've curated a team of professionals with varying specialties, enabling us to help our clients seamlessly pursue each of their goals. From in-house advisors, to CFPs, CFAs, accredited investment fiduciaries, and more, our team does it all.