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CCR Wealth Management
CCR Wealth Management is a bank / wealth / trust based in Westborough, founded 1998; the Altss profile covers its classification, headquarters, registration,...
Overview
At CCR Wealth Management, we leverage our deep knowledge and wide-ranging expertise to help you build a life of security and comfort.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
Location
Region
North America
Country
United States
City
Westborough
Corporate office
Westborough, MA, United States
Frequently asked questions
Is CCR Wealth Management a fiduciary?
Yes. CCR Wealth Management operates as a fee-only registered investment advisor, which legally obligates it to act as a fiduciary for its clients. This means the firm must put client interests ahead of its own and avoid conflicts of interest inherent in commission-based models. The fee-only structure aligns its compensation with client outcomes rather than transaction volume.
How does CCR construct client portfolios?
CCR builds diversified portfolios using a mix of asset classes including individual equities, fixed-income securities, mutual funds, and exchange-traded funds. The firm emphasizes asset allocation tailored to individual client goals, risk tolerance, and time horizons. Portfolio construction is supported by financial planning services spanning retirement, education funding, and tax-aware strategies.
What types of clients does CCR serve?
CCR's client base includes individual investors, high-net-worth families, and corporate retirement plan sponsors. The firm provides retirement plan consulting to employers, assisting with plan design, investment selection, and participant education. Its geographic reach is national, serving clients well beyond the firm's Westborough, Massachusetts headquarters.
Where does CCR Wealth Management disclose its regulatory standing?
CCR files Form ADV with the U.S. Securities and Exchange Commission as a registered investment advisor. These public filings detail the firm's advisory business, fee schedules, disciplinary history, and conflicts of interest. Investors can review current and historical ADV filings through the SEC's Investment Adviser Public Disclosure website.
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