HOME ABOUT CCR SERVICES CCR INSIGHTS ACCOUNT LOGIN CONTACT An advocate to advise. 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. We've been here. And we'll be here. 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 knowledge is your portfolio's power. Our carefully sourced team of financial professionals offers advice and depth in specific areas. Together, our combined experience and breadth across the full spectrum of financial services means your portfolio benefits from the knowledge and differing perspectives of our in-house CFPs, CFAs and estate attorney. Teamwork. It's how we work. At CCR Wealth, we work together – sitting down as a team every six weeks to review your entire financial picture. We stay on top of everything, working toward the unified goal of maximizing your money’s potential and moving your dreams within reach. Our Team At CCR, we have in-house advisors, certified financial planners, chartered financial analysts, accredited investment fiduciaries, licensed client service associates and estate planning coordinators. Together, we work as a true team collaborating on each of your goals. Our Clients Whether you are just starting your career or are ready to retire, CCR can help. From recommendations regarding paying off student loans, to advice on running or selling your business, to preparing for retirement, CCR’s professionals help you pursue your financial goals at all stages of life. Our Process We have a disciplined, personalized approach, with close communication and constant oversight setting us apart. Daily monitoring, frequent client conversations, and our unique Portfolio Review Committee’s intensive scrutiny of your comprehensive financial picture on a continuous cycle are hallmarks of our process. Services Offered 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. Financial Planning 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. Learn more Investment Management We build your investment strategy with the goal of growing your wealth over the long term, based on macro-economic trends as well as your needs, time horizon, and risk tolerance. Learn more Insurance Strategies Whether you are considering insurance protection for your young children or questioning if you may be over-insured, we provide the guidance and solutions to fit your situation, taking into consideration your estate plan. Learn more Business & Personal Financial Coordination We work with you to understand your full financial picture, including your corporate finances and your personal assets, to develop a course of action for every stage of your business and personal life. Learn more Corporate Retirement Plans We help you preserve your future and that of your employees while maintaining the future stability of your business. We align your goals and your employees' goals with a plan to maximize contributions and tax efficiency. Learn more Group Health & Life Insurance We offer evaluations and solutions to help keep your employees and your business healthy, making sure that they are well-protected now - and well into the future. Learn more Check Out the Latest CCR Insights CCR Wealth’s team of experts work together to create Insights, providing original analysis, simplifying complex financial topics and answering your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need. November 2021 Market Outlook By CCR WM | November 19, 2021 We sent out a Market Brief in July concerning issues of Chinese regulatory actions; however, this is our first broader market Outlook since June. In the June Outlook, we concerned ourselves with the inflation picture which had just begun to emerge in the Spring. The annualized inflation measure of CPI rose 5.00% in May for the first… Five Estate Considerations for the LGBTQ+ Community By CCR WM | November 1, 2021 Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government. Secure Act Whitepaper By CCR WM | August 17, 2021 The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019,… 1 2 3 4 5 6 7 8 9 10 Home About CCR Services CCR Insights Account Login Contact Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. ADV Part 2A Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. Main Branch: 1800 West Park Drive, Westborough, MA 01581 FINRA / SIPC / Online Privacy Policy / Important Disclosures Check out our background FINRA's BrokerCheck This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. Cetera Form CRS. 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