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.

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.

On this Memorial Day, we honor and remember the brave individuals who served our country with courage and dedication. Wi...
05/25/2026

On this Memorial Day, we honor and remember the brave individuals who served our country with courage and dedication. Wishing everyone a peaceful and reflective day.

Need a refresher on the 2026 IRS contribution limits? Here's what you need to know.With most retirement accounts, once y...
05/21/2026

Need a refresher on the 2026 IRS contribution limits? Here's what you need to know.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Retirement planning includes communication. Talking with family ahead of transitions can reduce uncertainty, set expecta...
05/19/2026

Retirement planning includes communication. Talking with family ahead of transitions can reduce uncertainty, set expectations, and help loved ones understand the decisions you’ve made and why.

The first year of retirement isn't about filling your time; it's about finding your rhythm. Research shows that retireme...
05/14/2026

The first year of retirement isn't about filling your time; it's about finding your rhythm. Research shows that retirement is much more than a schedule change; for many people, it’s an identity shift. Here's what to expect during your first year of retirement. https://ccrwealth.com/first-year-of-retirement-what-to-expect/

May is Mental Health Awareness Month, and employer wellness programs are bearing fruit. According to one study, for ever...
05/12/2026

May is Mental Health Awareness Month, and employer wellness programs are bearing fruit. According to one study, for every $1 spent on employee wellness programs, businesses can save $2.73 through the benefits of reduced absenteeism. https://ccrwealth.com/good-health-is-good-business/

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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