CCR Wealth Management

Collaborating for Your Future.

Objective, Goal-Oriented AdviceAs an investment advisor representative, we are strategy-driven not product-driven. We base investment recommendations solely on your needs and objectives. Our conflict-free approach allows transparency of purpose and decision making, open communication, flexible solutions, and full disclosure of fees.

Proactive, Integrated Team The majority of our team has been working together for more than a decade, analyzing, planning, and implementing financial plans, investment strategies, retirement plans, employee benefit programs, and other solutions in your best interest. We act as your point team, coordinating all aspects of your finances in-house and with other professionals who impact your wealth.

Specialized, Customized ApproachWe leverage our team, resources, and investment solutions to meet your individual needs. We first work with you to prioritize your goals and objectives, then develop a model portfolio based on your specific situation and investment parameters. Our methodologies, internal due-diligence, in-house investment committee recommendations, and customized investment allocations help ensure you are receiving advice and guidance aligned with your priorities.

Consistent, Relevant InsightWe take a straightforward, hands-on approach to educate you on every aspect of your financial situation and solution, from understanding your portfolio’s asset composition to technical aspects of the broader financial markets. This ongoing exchange helps you make informed decisions to gain financial independence.

We provide unbiased advice, results-oriented strategies, and a disciplined roadmap to help you achieve your goals now and into the future.

A PARTNER TO PLAN.

Trusted, Committed PartnerWe maintain a high client retention rate, with a number of clients working with us since our founding. We attribute this retentivity to a steadfast commitment to understanding individual needs and an unwavering focus on personal attention, consistent service, and effective financial strategies to meet them.

Specialized Business PartnersFocusing on what we do best, we have partnered with industry leaders who complement our commitment to quality service and solutions to serve in your best interest. Pershing LLC, a subsidiary of the Bank of New York Mellon Corporation, custodies brokerage accounts and fulfills a legal responsibility for safeguarding assets while also providing related administrative services. Cetera Advisors, one of the nation’s premier independent broker dealers, is responsible for executing our trades. They share our same objective outlook and offer regulatory oversight to help further protect your investments.

We leverage our team’s diverse resources and experience to develop and execute customized plans.

We focus on personal attention, consistent service, and effective financial strategies to help you work toward achieving your goals.

Independence, objectivity, and transparency are our core values.

AT A GLANCE

FIRM PROFILE

WHY CCR?

• Independent approach• Reliability• Employee-owned perspective• Small business expertise• In-house advantage• Client focus

A TEAM TO TRUST.

Goal-Focused Approach Building a portfolio for your financial security begins and ends with your goals, which we clarify through a disciplined financial planning process. We encourage open and ongoing dialog to keep us up-to-date on your priorities and to keep you well-informed on your finances.

Methodical ProcessWe build your portfolio based on fundamental asset allocation principles, economic considerations, tax and cost efficiencies, and a thorough understanding of the technical attributes of the financial markets. We review your portfolio on a consistent basis to help ensure your invested assets remain aligned with your goals as well as current economic conditions.

Responsive to your needs and goals, we provide a financial roadmap as well as the direction and discipline to help you stay the course.

Key ServicesWe offer the guidance, process, and resources needed to help define and orchestrate a solid plan and strategy to meet your needs for the long-term.

FINANCIAL PLANNING

Planning for your future is the foundation of financial security. We follow the Certified Financial Planning Board of Standards® procedures to develop a financial blueprint for your unique circumstances.

KEY SERVICES

Financial Planning

Insurance Strategies

Investment Management

INVESTMENT MANAGEMENT

We help grow and protect your money through systematic investing practices and model portfolios customized to your individual needs and investment parameters. Our internal analyst works to create specific allocations and strategies aligned to your financial plan.

INSURANCE STRATEGIES

Insurance is an integral part of a comprehensive wealth management strategy. We help you choose the right insurance policy to protect your family through every life stage.

Our disciplined investment methodology helps ensure your invested assets remain aligned with your objectives and the evolving marketplace.

We provide core wealth management services – financial planning, investment management, and insurance strategies – to help you achieve financial security.

We build your portfolio through a rigorous planning process that identifies and prioritizes your goals.

AT A GLANCE

PRIVATE CLIENT SERVICES

Inclusive Approach We have been working closely with small business owners for years to offer guidance and solutions in managing both their professional and personal finances. With today’s rising costs and demanding regulatory requirements, it is important to work with professionals who can review your full financial picture and develop plans and solutions that meet your needs and those of your employees in the short- and long-term. We serve as your single point of contact, helping you prioritize your goals; develop plans to meet them; evaluate and implement solutions, including cost-effective benefits plans; and coordinate with other professionals to help ensure your financial objectives and those of your business are being met.

Key ServicesWe provide the perspective and resources to help you make informed decisions to positively impact your future and the future of your employees.

BUSINESS AND PERSONAL FINANCIAL COORDINATION

Understanding your big picture – including both personal and professional goals – is important in helping to secure the future of your family and your business. We work with you to develop a plan and program that streamline your finances and help anticipate your needs and meet your priorities.

AN ADVOCATE TO ADVISE.

Working side-by-side with you, we customize a specialized, cost-effective benefits offering to meet the needs of both your company and your employees.

CORPORATE RETIREMENT PLANS

A specialized retirement program is critical to the future success of your employees and your business. We guide you through program development and maintain the integrity of the plan through employee education and ongoing administration.

GROUP HEALTH AND LIFE INSURANCE

Deciding which group health and life insurance to choose for your employees can be complicated and overwhelming. We help you focus priorities to meet your objectives and your budget. We then provide a process and methodology to help you secure the right choices for your employees and your business.

KEY SERVICES

BUSINESS SERVICES

We serve as your single point of contact to help ensure your financial objectives and those of your business are being met.

We take an inclusive approach to your wealth, providing business and personal financial coordination, corporate retirement plan options, and advice on group health and life insurance.

We offer guidance and solutions to manage both your professional and personal finances.

AT A GLANCE

Business and

Personal Coordination

Corporate Retirement Plans

Group Health and

Life Insurance

Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment

Advisor registered with the SEC Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies.

Main Line508-475-3880

ccrwealth.com

CCR Wealth Management is an independent financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. Our team acts as personal advisors, empowering our clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them work toward achieving their lifelong goals.