CCC Wealth Management Group
The CCC Wealth Management Group works cohesively with clients to assist them with a customized financial strategy that integrates all areas of their financial lives. Our relationship with clients can be a reassuring influence during life transitions and periods of market volatility, helping them remain focused on their goals with a greater degree of confidence. Our experienced bilingual team is committed to the highest quality of service to help meet client needs. Through candid and ongoing dialogue regarding the often complex and emotional decisions that clients face in their financial lives, we learn about their goals, values, and dreams as we get to know them on a personal level, as well as gaining a comprehensive understanding of their finances. We appreciate that each client is different and we strive to get to know each family member, across generations and geographic boundaries. As we work with successful professionals and business owners, we help to identify the many complexities in their financial lives. We understand that weaving them together into a financial plan is a difficult challenge to do without professional guidance. Our primary objective in creating a comprehensive wealth plan is to create a disciplined approach that aligns client finances and investments with their short- and long-term goals.
The wealth clients have created has a way of touching the lives of the people they care most about. Our team is positioned and committed to being a financial advisor to client families for multiple generations. We create customized financial strategies designed to target the diverse goals of family members and the preferences of different generations.New clients often express their concern as they strive to oversee the wealth they've spent their entire lives accumulating. Changes in the economy and market volatility combine with life transitions and changing family priorities to create constant challenges to the pursuit of client goals. Drawing on our experience and knowledge navigating economic cycles and adhering to a collaborative financial plan, our team can successfully guide clients through their everchanging life cycle events.Our Team is committed to keeping clients informed and can offer guidance about any financial situation they may encounter. We help clients understand their personal finances and support them by creating disciplined strategies to help minimize surprises while pursuing the future they envision.
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
