WESTBOROUGH, Mass., Oct. 27, 2016 /PRNewswire/ -- CCR Wealth Management ("CCR"), an independently managed investment management and financial planning firm supporting over $1.2 billion in client assets under advisement, today announced the launch of its new national headquarters office facility in Westborough, Massachusetts. The move to this expanded office is part of CCR's broader business expansion strategy, which will require additional work space to accommodate its ongoing growth, as well as a wave of anticipated new hires of both advisors and client service professionals.
CCR provides customized financial planning solutions combined with a strategic, disciplined portfolio management process to individuals, corporations and institutions. CCR acts as personal advisors, who seek to empower clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them achieve their financial goals.
"Since establishing CCR Wealth Management in 1998 with the aim of building the premier financial advice platform for successful professionals and entrepreneurs in New England and throughout the country, our firm has enjoyed steady and sustainable growth, averaging around 20 percent [growth in revenues] each year. Knowing that our success is driven by our ability to deliver exceptional service to our clients, we are investing in expanded office facilities to bring on board fresh talent as part of our strategy of continuously driving enhanced support for the families and businesses we serve. At the same time, we are delighted to have grown our business in Westborough and remain committed to creating jobs right here in our hometown," said David Borden, Managing Partner of CCR.
The firm's new office is located at 1800 Park Suite Drive, Suite 150 in Westborough and is 9,810 square feet held under a long-term lease. The transaction was executed through realtor John Lashar at Transwestern RBJ. Previously, CCR was located at 1400 Computer Drive Suite 245, also in Westborough.
Over the last two years, CCR has added seven executives to its team in Westborough. In all, the firm currently employs 18 advisors and client service professionals across its offices in Westborough and Glastonbury, CT, and intends to hire many more professionals and support staff in the coming two to five years, to be based in its new Westborough headquarters.
About CCR Wealth Management
Headquartered in Westborough, Massachusetts, CCR Wealth Management is an independently managed investment management and financial planning firm supporting more than $1.2 billion in client assets under advisement. CCR manages wealth and provides customized financial planning solutions and portfolio management for individuals, businesses and charitable entities.
Securities and Advisory Services are 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. For more information, please visit us at: www.ccrwealth.com.
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SOURCE CCR Wealth Management