CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you pursue both short term and lifelong goals.
Our team members have been with us for an average of almost ten years - and we'll be here for you for the next ten - and beyond. We've weathered rough years and up years - and many of our clients have been with us for more than a decade. Our carefully sourced team of financial professionals offers advice and depth in specific areas.
Our team members have been with us for an average of almost ten years - and we'll be here for you for the next ten - and beyond. We've weathered rough years and up years - and many of our clients have been with us for more than a decade. Our carefully sourced team of financial professionals offers advice and depth in specific areas.
Services
The CCR Wealth Management family came together in 1998, and today works with more than 250 families and businesses. We are dedicated to those families, business owners and employees, and work every day to help ensure that their todays - and tomorrows - are well planned and successful.
Many of our clients have been with us for more than a decade, and have truly become part of our family - we celebrate each birth, college graduation and retirement, and are proud of our role in supporting families and businesses.And like many families, we give back to our community and to the charities and causes important to our clients and their families.
Many of our clients have been with us for more than a decade, and have truly become part of our family - we celebrate each birth, college graduation and retirement, and are proud of our role in supporting families and businesses.And like many families, we give back to our community and to the charities and causes important to our clients and their families.
Our team of tight-knit, seasoned professionals leverages distinct backgrounds, credentials, and experience to build solid, customized plans and portfolios to help preserve and grow your capital. This 360° perspective and expertise offer the insight, resources, and responsiveness to take care of your financial needs at every life stage.
With your goals as our guide, we provide objective advice, results-oriented strategies, and a disciplined roadmap to help you achieve financial strength for the long term. We understand that financial planning is not a single event but a process, and we discuss your plan with you on an ongoing basis to make sure it aligns with your evolving goals.
Most companies start and stop with "About Us, " but at CCR Wealth, we know that understanding YOUR story is just as important. This is why we let your goals and dreams direct our strategies. We individualize each approach based on who you are and where you want your earnings to take you. We work with clients at all stages of the financial planning journey, from investing for the first time, to making the most of retirement:.
We meet most clients through a personal or professional referral, and we welcome them to CCR Wealth Management in an initial meeting during which we listen carefully, learning about their lives, businesses and financial goals. We gather information and evaluate every last financial detail, completing a full examination of existing financial circumstances.
Reviews
Be the first to review CCR Wealth Management.
Write a Review
