CCR Wealth Management

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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.

Medicare's Annual Open Enrollment Period is here! From October 15 through December 7, 2026, you can review and change yo...
10/15/2026

Medicare's Annual Open Enrollment Period is here!

From October 15 through December 7, 2026, you can review and change your Medicare coverage for the upcoming year. How long has it been since you’ve reviewed your Medicare policy? Have you switched doctors, or is your doctor no longer accepting your current plan? Or maybe your prescription drug needs have changed, and your Medicare plan doesn’t cover everything you need. Maybe you’re paying too much for your coverage and need to make adjustments.

Reviewing your Medicare coverage is an important part of your financial and insurance strategy. If you have any questions or need help navigating this process, your CCR financial professional is happy to help.

October is National Financial Planning Month—a perfect time to reflect on what truly matters to you. Are your financial ...
10/13/2026

October is National Financial Planning Month—a perfect time to reflect on what truly matters to you. Are your financial choices—whether it’s daily spending, family gifting, or charitable giving—aligned with your core values? Discover how value-driven planning can shape a more meaningful financial future: https://ccrwealth.com/the-values-shaping-your-financial-decisions/

On Tuesday evening, Financial Consultants Andrew Bonetti and Drew Harrod returned to their alma mater to inspire the nex...
10/09/2026

On Tuesday evening, Financial Consultants Andrew Bonetti and Drew Harrod returned to their alma mater to inspire the next generation of business leaders at "Sips for Success." This dynamic mock-networking event gave undergrads the chance to connect with alumni and sharpen their networking skills. Andrew took the stage as a guest panelist, sharing real-world advice on building meaningful connections and telling your professional story with confidence.

We’re proud to support students as they take the first steps toward their future careers!

This Cybersecurity Awareness Month, beware of Fake CAPTCHA Scams! Cybercriminals are now using fake “I’m not a robot” CA...
10/08/2026

This Cybersecurity Awareness Month, 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!)

✅ 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!

October is Cybersecurity Awareness Month! A few simple habits can go a long way toward helping keep your personal and fi...
10/01/2026

October is Cybersecurity Awareness Month! A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business? Connect with a CCR financial professional to learn how to better protect your finances.

Extended care is one of the biggest wild cards in retirement. Costs vary by location, care type, and health needs—but th...
09/29/2026

Extended care is one of the biggest wild cards in retirement. Costs vary by location, care type, and health needs—but they've all been rising faster than many realize. These five insights can help you understand what drives costs and why they often catch retirees by surprise.

Life insurance is often framed as something you only think about "just in case." But for many people, it can be part of ...
09/24/2026

Life insurance is often framed as something you only think about "just in case." But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations. From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

September is Healthy Aging Month! Living longer doesn’t automatically mean living better. How we age is shaped by more ...
09/22/2026

September is Healthy Aging Month! Living longer doesn’t automatically mean living better. How we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.

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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