CCR Wealth Management LLC1400 Computer Dr, # 245, Westborough, MA 01581
CCR Wealth Management is one of New England’s largest and fastest growing, employee owned, financial management and advisory firms, providing financial planning and asset management services from our offices in Massachusetts and Connecticut. Our experienced team of financial professionals manage more than $700 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: • Investment Management • Financial Planning • Group Retirement Plans • Estate & Tax Efficiency • Retirement Planning • Educational Planning • Insurance Strategies • Group Life and Health Insurance 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 long term relationships with our clients, so we can better understand their underlying goals and values to ensure their investment plan will meet all expectations.