CCR Wealth Management
CCR Wealth Management, established in 1998, provides comprehensive financial planning, investment management, and insurance services to over 1500 families and businesses from multiple office locations across the United States.
Company History
CCR Wealth Management was established in 1998. Over the years, the company has grown to serve over 1500 families and businesses. During its history, CCR Wealth Management has expanded its services and office locations, earning recognition on various industry lists, including being listed as #15 on Forbes 2024 Best-In-State Wealth Advisors and the NAPA Top DC Advisor Teams for eight consecutive years.
Services
CCR Wealth Management offers a comprehensive array of services. These include financial planning, investment management, insurance strategies, and business and personal financial coordination. Additional services encompass corporate retirement plans, group health and life insurance, and fiduciary responsibilities under ERISA law. The firm provides a detailed approach to insurance services, covering analysis, evaluation, buying/selling, and review of life insurance and long-term disability care.
Locations
CCR Wealth Management operates from multiple locations, making its services accessible across various regions. Their offices are located in Westborough, MA; Washington Depot, CT; Southington, CT; Stuart, FL; Lynn, MA; Clifton Park, NY; Williamsville, NY; and Columbia, MO. This widespread presence facilitates local client interaction and support.
Investment Management Strategy
CCR Wealth Management employs a diverse investment management strategy. The firm utilizes a range of investment vehicles, including mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs), fixed income, alternative investments, and defensive options strategies. These strategies are designed to align with clients' financial goals and risk tolerance.
Group Benefits Planning
CCR Wealth Management offers tailored group benefits planning services to meet business needs. This includes group medical plans, group dental, group life insurance, group long-term and short-term disability, and employee voluntary plans. The company follows a detailed five-step process for group health and life insurance planning: analyzing benefit needs, reviewing existing benefits, presenting solutions, installing benefit programs, and providing ongoing support and renewal reviews.