CCR Wealth Management

Specialties

CCR Wealth Management is an independent financial planning and investment advisory 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, and strategic investment management solutions to help them achieve their lifelong goals.

History

Established in 1998.

CCR Wealth Management, LLC is one of New England’s largest and fastest growing independent financial management and advisory firms, providing financial planning and asset management services from our offices in Massachusetts and Connecticut.

Since inception our firm has grown from a startup entity to a team of 12 that manages more than $ 800 million in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Our growth has been driven through client referrals, and we have a 99 percent client retention rate. Most of our clients have been with us 5 – 7 years.

Meet the Manager

David B.

Manager

David earned a Bachelor of Science degree in Finance and Marketing from the University of Maryland. David’s prior experience includes working closely with both individual families and money management firms at Morgan Stanley in Washington, DC.

Joining CCR Wealth Management, LLC in 2000, David has led the firm to grow from a two person start up to a full service wealth advisory team. Assets under management have grown from $ 20 million to over $ 800 million since he became principal. As well as leading the team, David serves as a trusted advisor to high net worth clients by integrating all aspects of their finances. David is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations.

Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies.