CCR Wealth Management is one of New England’s largest and fastest growing independent financial management and advisory firms, providing financial planning and asset management services from our offices in Massachusetts, Connecticut and Rhode Island. Our experienced team of financial professionals manage more than $500 million in assets for individuals, corporations, retirement and pension plans and nonprofit organizations.

Our Investment Advisory Services are fully integrated with, and driven by our clients’ financial plan. This investment philosophy emphasizes independence, cost and tax efficiencies, and a regular schedule of portfolio reviews with our clients to ensure their invested accounts remain aligned with their goals. We offer a full-range of solutions to meet our clients’ personal and business financial needs including:

As an independent financial consulting team, our personalized attention to detail with our clients is more than a business philosophy; it is a point of pride. While our clients often share similarities, our independence is displayed in the process of understanding their individual and diverse planning needs, and on building an investment program that is as unique as the client. We work to build a long term relationship with you, so we can better understand your underlying goals and values to ensure your plan will meet all of your expectations.