CCR Wealth Management, LLC provides a wide range of financial advisory services to high-net-worth individuals, corporations, group retirement plans, pensions, and nonprofit organizations. Many of our clients come to us during a variety of life changing events such as: sale of a business, sale of a primary or secondary residence, stock option analysis, retirement, liquidity needs, divorce or loss of a spouse. In any environment, we can customize a unique solution for each situation. We specialize in: 

Investment Management * Financial Planning * Group Retirement Plans * Retirement Planning * Educational Planning * Insurance Strategies * Tax Efficiency * Group Health & Life Insurance 


The views are those of CCR Wealth Management LLC and should not be construed as specific investment advice. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Investors cannot directly invest in indices. Past performance does not guarantee future results. Securities offered through Cetera Advisors LLC. Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, CCR Wealth Management, LLC. Registered Investment Advisor.  Cetera Advisors LLC and CCR Wealth Management, LLC are not affiliated companies. Cetera Advisors LLC does not offer tax or legal advice. CCR Wealth Management 1800 W. Park Drive, Ste 150, Westborough, MA 01581. PH 508-475-3880