Our private client services are fully integrated with, and driven by our clients’ financial plan. CCR Wealth Management’s investment philosophy emphasizes independence, cost and tax efficiencies, and a regular schedule of portfolio reviews to ensure our clients invested accounts remain aligned with their goals.

We offer the following services:

Financial Planning

As part of a concrete financial planning strategy, it is important to prioritize and plan a sound financial course. Using an innovative six step approach, we are able to offer an array of products and services including:

• Projections
• Efficient asset liquidation strategies
• Asset Drawdown
• Cash Flow Analysis
• Coordination of Assets
• Current Net Worth Statement
• Growth Maximization
• Needs Determination
• Retirement Planning, College Savings Analysis, Stock Options, Social Security calculations

Investment Management

We develop model portfolios which are then customized to our clients’ individual needs and investment parameters. We utilize a broad array of investment vehicles, including passive and actively managed mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs), alternative investments (including managed futures, hedge funds and private real estate fund ETF's), and defensive options strategies. In addition, we manage existing stock portfolios in transition, and within the context of the client’s financial plan.

Insurance

Choosing the right insurance policy will ensure your family will be provided for in the event of a death or disability. With access to a broad network of providers, we can find a tailored solution to meet all of your needs. Some solutions include:

• Term Insurance
• Whole Life
• Universal Life
• Variable Life

Estate Planning

A key measure of our performance is minimizing our clients’ relative estate tax impact to ensure more of their hard earned dollars go to the ones they love. To achieve this, we offer specialized services including:

• Incorporating pre-existing estate planning arrangements
• Comprehensive estate planning analytics
• Estate tax consulting and reduction
• Family Limited Partnerships/Qualified Personal Resident Trust
• Gift tax returns, foreign trusts
• GRATS
• ILITS
• Revocable and Irrevocable Trusts

Mortgages

With access to more than 100 of the world’s top lenders with more than 7,000 loan programs, CCR Wealth Management and its in-house mortgage specialists are able to offer flexible programs tailored to all of our clients’ needs.

• Multi loan programs to meet your specific needs
• Simplified process for faster approvals and closings
• Competitive Rates