CCR Wealth Management

CCR Wealth Management With your goals as our guide, we provide objective advice and results-oriented strategies.

CCR Wealth Management is an independent financial services firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. Our team acts as personal advisors, empowering our clients with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help them achieve their lifelong goals.

🚨 Beware of Fake CAPTCHA Scams! Cybercriminals are now using fake “I’m not a robot” CAPTCHA prompts to trick users into ...
06/16/2026

🚨 Beware of Fake CAPTCHA Scams! Cybercriminals are now using fake “I’m not a robot” CAPTCHA prompts to trick users into compromising their devices. Instead of a simple check, these scams may ask you to click “Allow,” enable notifications, or follow extra steps—leading to annoying pop-ups, phishing attempts, or even malware.

🔎 What to watch for:
- Prompts that appear after clicking suspicious ads or links
- Requests to enable notifications, download files, or enter system commands (these are red flags!)

âś… Remember: Real CAPTCHA tests never ask for these actions.

Stay vigilant and think twice before interacting with unexpected pop-ups. Protect your devices and your data!

In retirement, our view of wealth evolves. It’s about family, purpose, and the legacy we leave behind. While transferrin...
06/11/2026

In retirement, our view of wealth evolves. It’s about family, purpose, and the legacy we leave behind. While transferring assets is straightforward, financial values are shaped through conversations and shared experiences. Without this context, even the best estate plan can leave loved ones feeling lost. Let’s ensure your legacy reflects not just your assets, but your values too.

https://ccrwealth.com/how-to-pass-down-financial-values-alongside-wealth/

June is National Men's Health Month! With warmer weather around the country, it's a great time to reaffirm your dedicati...
06/09/2026

June is National Men's Health Month! With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

Don't skip your regular check-in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

Taking steps now to improve your overall health will never be something you regret.

Be sure to follow us on Instagram!
06/08/2026

Be sure to follow us on Instagram!

From pension benefits to health care and housing, same-sex spouses of military members are eligible for a wide range of ...
06/05/2026

From pension benefits to health care and housing, same-sex spouses of military members are eligible for a wide range of military benefits. Similarly, married and unmarried couples have extra considerations to make when it comes to estate planning. Your CCR financial professional can take these considerations into account when discussing your financial plan.

LGBTQ+ couples experience unique economic and health disparities. Your CCR financial professional can help you and your ...
06/03/2026

LGBTQ+ couples experience unique economic and health disparities. Your CCR financial professional can help you and your partner make long-term care planning, healthcare planning, and other needs unique to the LGBTQ+ community part of your financial planning analysis.

Earlier this month, our team had a great time enjoying the beautiful weather, live music, tasty food, and good company a...
05/29/2026

Earlier this month, our team had a great time enjoying the beautiful weather, live music, tasty food, and good company at CASA Palooza! CCR is proud to support CASA Project Worcester County and their mission to advocate for vulnerable children in Worcester county.

Our team had a fantastic time participating in the 2026 Connecticut State Dental Association Golf Tournament!With perfec...
05/29/2026

Our team had a fantastic time participating in the 2026 Connecticut State Dental Association Golf Tournament!

With perfect weather, a beautiful course and great company throughout the day, the event was a wonderful opportunity to support the CT dental community. We're grateful to the CSDA for organizing such a successful event and appreciate everyone who helped make the day so memorable.

Thank you for having us. We're already looking forward to next year's tournament!

Nervous for your first year of retirement? Here's what to expect. Experiences can vary, but many people notice similar l...
05/28/2026

Nervous for your first year of retirement? Here's what to expect. Experiences can vary, but many people notice similar lifestyle and financial adjustments during the first year.

Address

1800 West Park Drive, Suite 150
Westborough, MA
01581

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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